Janus Henderson Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Janus Henderson Group’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	-19,945	Closed	-$510K	–	2635
2023 Q3	$510K	Hold	19,945	–	–	﹤0.01%	1911
2023 Q2	$446K	Sell	19,945 -81	-0.4%	-$1.91K	﹤0.01%	2044
2023 Q1	$527K	Buy	20,026 +10,252	+105%	+$278K	﹤0.01%	1983
2022 Q4	$249K	Buy	+9,774	New	+$224K	﹤0.01%	2064

Other funds holding AVTA

HNB

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

Janus Henderson Group's AVTA Position: Q4 2023 in Review

Janus Henderson Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 19,945 shares — an estimated $510K sold.

Janus Henderson Group first reported a position in AVTA in Q4 2022 and held it in 4 quarters. The position peaked at $527K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Janus Henderson Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Janus Henderson Group sold 19,945 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $510K.
Janus Henderson Group first reported a position in Avantax, Inc. Common Stock in Q4 2022 and held it in 4 quarters.
Janus Henderson Group's Avantax, Inc. Common Stock position peaked at $527K in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Janus Henderson Group's 13F filing for Q4 2023, filed 14 Feb 2024.