Janney Montgomery Scott
AVTA

Janney Montgomery Scott’s Avantax, Inc. Common Stock AVTA Stock Holding History

Janney Montgomery Scott’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
-17,382
Closed -$445K – 2794
2023
Q3 		$445K Buy
17,382
+1,029
+6% +$24.4K ﹤0.01% 1852
2023
Q2 		$366K Buy
+16,353
New +$385K ﹤0.01% 2092
2016
Q4 		– Sell
-15,046
Closed -$169K – 1730
2016
Q3 		$169K Buy
+15,046
New +$167K ﹤0.01% 1425
2016
Q2 		– Sell
-17,038
Closed -$88K – 1215
2016
Q1 		$88K Sell
17,038
-3,727
-18% -$26.2K ﹤0.01% 1224
2015
Q4 		$203K Sell
20,765
-7,937
-28% -$87.6K 0.01% 1232
2015
Q3 		$395K Sell
28,702
-1,007
-3% -$14.4K 0.01% 942
2015
Q2 		$480K Buy
29,709
+3,699
+14% +$57K 0.01% 1207
2015
Q1 		$355K Buy
26,010
+11,607
+81% +$162K 0.01% 1628
2014
Q4 		$199K Buy
14,403
+3,221
+29% +$47.4K ﹤0.01% 2018
2014
Q3 		$170K Buy
+11,182
New +$185K ﹤0.01% 2038

Other funds holding AVTA

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

Janney Montgomery Scott's AVTA Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 17,382 shares — an estimated $445K sold.

Janney Montgomery Scott first reported a position in AVTA in Q3 2014 and held it in 10 quarters. The position peaked at $480K in Q2 2015. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,382 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $445K.
  • Janney Montgomery Scott first reported a position in Avantax, Inc. Common Stock in Q3 2014 and held it in 10 quarters.
  • Janney Montgomery Scott's Avantax, Inc. Common Stock position peaked at $480K in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.