Great Lakes Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Great Lakes Advisors’s Portfolio AVTA Stock Details AVTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-203,999	Closed	-$5.22M	–	824
2023 Q3	$5.22M	Buy	203,999 +19,922	+11%	+$472K	0.05%	307
2023 Q2	$4.12M	Buy	184,077 +11,056	+6%	+$260K	0.04%	362
2023 Q1	$4.55M	Buy	+173,021	New	+$4.7M	0.04%	382

Other funds holding AVTA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Great Lakes Advisors's AVTA Position: Q4 2023 in Review

Great Lakes Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 203,999 shares — an estimated $5.22M sold.

Great Lakes Advisors first reported a position in AVTA in Q1 2023 and held it in 3 quarters. The position peaked at $5.22M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Great Lakes Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Great Lakes Advisors sold 203,999 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $5.22M.
Great Lakes Advisors first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
Great Lakes Advisors's Avantax, Inc. Common Stock position peaked at $5.22M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Great Lakes Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.