Legal & General Group
AVTA

Legal & General Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Legal & General 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
-108,548
Closed -$2.78M – 3403
2023
Q3 		$2.78M Sell
108,548
-7,122
-6% -$169K ﹤0.01% 1747
2023
Q2 		$2.59M Sell
115,670
-7,792
-6% -$184K ﹤0.01% 1801
2023
Q1 		$3.25M Sell
123,462
-17,498
-12% -$475K ﹤0.01% 1650
2022
Q4 		$3.6M Buy
140,960
+4,864
+4% +$111K ﹤0.01% 1592
2022
Q3 		$2.63M Buy
136,096
+1,584
+1% +$31.9K ﹤0.01% 1712
2022
Q2 		$2.48M Sell
134,512
-2,652
-2% -$48.2K ﹤0.01% 1780
2022
Q1 		$2.68M Sell
137,164
-1,152
-0.8% -$20.9K ﹤0.01% 1853
2021
Q4 		$2.4M Buy
138,316
+3,809
+3% +$64.7K ﹤0.01% 1948
2021
Q3 		$2.1M Buy
134,507
+10,684
+9% +$173K ﹤0.01% 2007
2021
Q2 		$2.14M Sell
123,823
-32,715
-21% -$537K ﹤0.01% 1936
2021
Q1 		$2.6M Buy
156,538
+1,411
+0.9% +$23.7K ﹤0.01% 1864
2020
Q4 		$2.47M Buy
155,127
+260
+0.2% +$3.17K ﹤0.01% 1801
2020
Q3 		$1.46M Buy
154,867
+269
+0.2% +$2.98K ﹤0.01% 1903
2020
Q2 		$1.77M Buy
154,598
+6,833
+5% +$85.8K ﹤0.01% 1779
2020
Q1 		$1.78M Buy
147,765
+283
+0.2% +$5.46K ﹤0.01% 1634
2019
Q4 		$3.85M Buy
147,482
+18,144
+14% +$406K ﹤0.01% 1503
2019
Q3 		$2.8M Buy
129,338
+5,130
+4% +$129K ﹤0.01% 1563
2019
Q2 		$3.77M Buy
124,208
+329
+0.3% +$10.8K ﹤0.01% 1410
2019
Q1 		$4.13M Buy
123,879
+11,108
+10% +$324K ﹤0.01% 1306
2018
Q4 		$2.98M Buy
112,771
+229
+0.2% +$7.01K ﹤0.01% 1366
2018
Q3 		$4.42M Buy
112,542
+8,981
+9% +$327K ﹤0.01% 1252
2018
Q2 		$3.83M Buy
103,561
+6,560
+7% +$212K ﹤0.01% 1292
2018
Q1 		$2.37M Buy
97,001
+2,761
+3% +$65.6K ﹤0.01% 1530
2017
Q4 		$2.08M Buy
94,240
+8,584
+10% +$191K ﹤0.01% 1602
2017
Q3 		$2.17M Buy
85,656
+13,547
+19% +$307K ﹤0.01% 1544
2017
Q2 		$1.53M Buy
72,109
+7,333
+11% +$145K ﹤0.01% 1665
2017
Q1 		$1.12M Buy
64,776
+937
+1% +$14.7K ﹤0.01% 1756
2016
Q4 		$943K Buy
63,839
+31,669
+98% +$427K ﹤0.01% 1762
2016
Q3 		$360K Buy
32,170
+25,968
+419% +$288K ﹤0.01% 1854
2016
Q2 		$63K Hold
6,202
– – ﹤0.01% 2349
2016
Q1 		$31K Hold
6,202
– – ﹤0.01% 2581
2015
Q4 		$61K Hold
6,202
– – ﹤0.01% 2356
2015
Q3 		$84K Hold
6,202
– – ﹤0.01% 2144
2015
Q2 		$101K Hold
6,202
– – ﹤0.01% 2108
2015
Q1 		$85K Hold
6,202
– – ﹤0.01% 2152
2014
Q4 		$85K Hold
6,202
– – ﹤0.01% 2093
2014
Q3 		$95K Buy
+6,202
New +$103K ﹤0.01% 1914

Other funds holding AVTA

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

Legal & General Group's AVTA Position: Q4 2023 in Review

Legal & General Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 108,548 shares — an estimated $2.78M sold.

Legal & General Group first reported a position in AVTA in Q3 2014 and held it in 37 quarters. The position peaked at $4.42M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Legal & General Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Legal & General Group sold 108,548 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.78M.
  • Legal & General Group first reported a position in Avantax, Inc. Common Stock in Q3 2014 and held it in 37 quarters.
  • Legal & General Group's Avantax, Inc. Common Stock position peaked at $4.42M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Legal & General Group's 13F filing for Q4 2023, filed 15 Feb 2024.