HRT Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56,143
| Closed | -$1.44M | – | 3337 |
|
|
2023
Q3 | $1.44M | Sell |
56,143
-4,236
| -7% | -$100K | 0.01% | 785 |
|
|
2023
Q2 | $1.35M | Buy |
60,379
+13,725
| +29% | +$323K | 0.01% | 776 |
|
|
2023
Q1 | $1.23M | Sell |
46,654
-7,260
| -13% | -$197K | 0.02% | 843 |
|
|
2022
Q4 | $1.38M | Buy |
+53,914
| New | +$1.24M | 0.02% | 759 |
|
|
2022
Q2 | – | Sell |
-18,464
| Closed | -$360K | – | 3965 |
|
|
2022
Q1 | $360K | Sell |
18,464
-15,861
| -46% | -$287K | ﹤0.01% | 2108 |
|
|
2021
Q4 | $594K | Buy |
34,325
+16,507
| +93% | +$280K | ﹤0.01% | 1624 |
|
|
2021
Q3 | $277K | Buy |
17,818
+1,699
| +11% | +$27.5K | ﹤0.01% | 2462 |
|
|
2021
Q2 | $279K | Buy |
+16,119
| New | +$265K | ﹤0.01% | 2194 |
|
|
2020
Q4 | – | Sell |
-31,033
| Closed | -$292K | – | 2635 |
|
|
2020
Q3 | $292K | Sell |
31,033
-5,193
| -14% | -$57.5K | 0.01% | 1158 |
|
|
2020
Q2 | $413K | Buy |
+36,226
| New | +$455K | 0.01% | 858 |
|
|
2019
Q4 | – | Sell |
-261,589
| Closed | -$5.66M | – | 1782 |
|
|
2019
Q3 | $5.66M | Buy |
261,589
+251,099
| +2,394% | +$6.33M | 0.27% | 58 |
|
|
2019
Q2 | $318K | Buy |
+10,490
| New | +$345K | 0.02% | 524 |
|
Other funds holding AVTA
HRT Financial's AVTA Position: Q4 2023 in Review
HRT Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 56,143 shares — an estimated $1.44M sold.
HRT Financial first reported a position in AVTA in Q2 2019 and held it in 12 quarters. The position peaked at $5.66M in Q3 2019. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- HRT Financial reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- HRT Financial sold 56,143 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.44M.
- HRT Financial first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 12 quarters.
- HRT Financial's Avantax, Inc. Common Stock position peaked at $5.66M in Q3 2019.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on HRT Financial's 13F filing for Q4 2023, filed 9 Feb 2024.