JO
AVTA

John Overdeck’s Avantax, Inc. Common Stock AVTA Stock Holding History

John Overdeck’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
-16,410
Closed -$420K – 3461
2023
Q3 		$420K Sell
16,410
-18,500
-53% -$439K ﹤0.01% 2350
2023
Q2 		$781K Sell
34,910
-127,312
-78% -$3M ﹤0.01% 2089
2023
Q1 		$4.27M Buy
162,222
+79,876
+97% +$2.17M 0.01% 993
2022
Q4 		$2.1M Buy
82,346
+55,836
+211% +$1.28M 0.01% 1302
2022
Q3 		$513K Buy
+26,510
New +$533K ﹤0.01% 1769
2022
Q2 		– Sell
-298,113
Closed -$5.83M – 3072
2022
Q1 		$5.83M Buy
298,113
+254,103
+577% +$4.61M 0.02% 854
2021
Q4 		$762K Sell
44,010
-40,992
-48% -$696K ﹤0.01% 2808
2021
Q3 		$1.32M Sell
85,002
-68,435
-45% -$1.11M ﹤0.01% 2359
2021
Q2 		$2.66M Sell
153,437
-32,970
-18% -$542K 0.01% 1651
2021
Q1 		$3.1M Sell
186,407
-1,828
-1% -$30.7K 0.01% 1369
2020
Q4 		$3M Buy
188,235
+151,118
+407% +$1.84M 0.01% 1236
2020
Q3 		$350K Sell
37,117
-99,332
-73% -$1.1M ﹤0.01% 2487
2020
Q2 		$1.56M Buy
136,449
+43,495
+47% +$546K 0.01% 1234
2020
Q1 		$1.12M Buy
92,954
+43,235
+87% +$834K 0.01% 1325
2019
Q4 		$1.3M Buy
49,719
+31,209
+169% +$699K ﹤0.01% 1947
2019
Q3 		$401K Buy
18,510
+7,400
+67% +$187K ﹤0.01% 2727
2019
Q2 		$337K Buy
+11,110
New +$366K ﹤0.01% 2789
2018
Q4 		– Sell
-59,973
Closed -$2.41M – 3650
2018
Q3 		$2.41M Sell
59,973
-156,424
-72% -$5.7M 0.01% 1355
2018
Q2 		$8.01M Buy
+216,397
New +$6.98M 0.02% 766
2017
Q4 		– Sell
-88,671
Closed -$2.24M – 3531
2017
Q3 		$2.24M Sell
88,671
-102,600
-54% -$2.32M 0.01% 1246
2017
Q2 		$4.05M Buy
191,271
+13,163
+7% +$261K 0.01% 975
2017
Q1 		$3.08M Buy
178,108
+70,905
+66% +$1.11M 0.01% 1199
2016
Q4 		$1.58M Buy
107,203
+3,173
+3% +$42.8K 0.01% 1665
2016
Q3 		$1.17M Sell
104,030
-155,726
-60% -$1.73M ﹤0.01% 1848
2016
Q2 		$2.69M Buy
259,756
+40,742
+19% +$320K 0.01% 1080
2016
Q1 		$1.13M Buy
+219,014
New +$1.54M 0.01% 1522
2015
Q3 		– Sell
-175,772
Closed -$2.84M – 2851
2015
Q2 		$2.84M Buy
175,772
+66,662
+61% +$1.03M 0.01% 1008
2015
Q1 		$1.49M Sell
109,110
-45,843
-30% -$639K 0.01% 1339
2014
Q4 		$2.15M Buy
154,953
+127,343
+461% +$1.87M 0.01% 996
2014
Q3 		$421K Sell
27,610
-68,609
-71% -$1.13M ﹤0.01% 1356
2014
Q2 		$1.82M Sell
96,219
-36,508
-28% -$687K 0.01% 1072
2014
Q1 		$2.61M Sell
132,727
-65,418
-33% -$1.51M 0.01% 840
2013
Q4 		$5.78M Buy
198,145
+105,646
+114% +$2.85M 0.03% 586
2013
Q3 		$2.13M Sell
92,499
-12,872
-12% -$268K 0.01% 767
2013
Q2 		$1.95M Buy
+105,371
New +$1.79M 0.01% 886

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

John Overdeck's AVTA Position: Q4 2023 in Review

John Overdeck sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 16,410 shares — an estimated $420K sold.

John Overdeck first reported a position in AVTA in Q2 2013 and held it in 35 quarters. The position peaked at $8.01M in Q2 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • John Overdeck reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • John Overdeck sold 16,410 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $420K.
  • John Overdeck first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 35 quarters.
  • John Overdeck's Avantax, Inc. Common Stock position peaked at $8.01M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.