Lazard Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Lazard Asset Management’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	-1,778	Closed	-$45K	–	2540
2023 Q3	$45K	Buy	+1,778	New	+$42.2K	﹤0.01%	1892
2016 Q2	–	Sell	-1,362	Closed	-$7K	–	1117
2016 Q1	$7K	Buy	+1,362	New	+$9.58K	﹤0.01%	976

Other funds holding AVTA

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

Lazard Asset Management's AVTA Position: Q4 2023 in Review

Lazard Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 1,778 shares — an estimated $45K sold.

Lazard Asset Management first reported a position in AVTA in Q1 2016 and held it in 2 quarters. The position peaked at $45K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Lazard Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Lazard Asset Management sold 1,778 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $45K.
Lazard Asset Management first reported a position in Avantax, Inc. Common Stock in Q1 2016 and held it in 2 quarters.
Lazard Asset Management's Avantax, Inc. Common Stock position peaked at $45K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.