Impact Partnership Wealth’s Avantax, Inc. Common Stock AVTA Stock Holding History

Impact Partnership Wealth’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	-86	Closed	-$2.2K	–	1115
2023 Q3	$2.2K	Sell	86 -13,346	-99%	-$316K	﹤0.01%	823
2023 Q2	$301K	Buy	+13,432	New	+$316K	0.1%	141

Other funds holding AVTA

HNB

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

Impact Partnership Wealth's AVTA Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 86 shares — an estimated $2.2K sold.

Impact Partnership Wealth first reported a position in AVTA in Q2 2023 and held it in 2 quarters. The position peaked at $301K in Q2 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Impact Partnership Wealth reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 86 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.2K.
Impact Partnership Wealth first reported a position in Avantax, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Avantax, Inc. Common Stock position peaked at $301K in Q2 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.