Lindbrook Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Lindbrook Capital’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	-98	Closed	-$2.51K	–	2853
2023 Q3	$2.51K	Hold	98	–	–	﹤0.01%	2043
2023 Q2	$2.19K	Hold	98	–	–	﹤0.01%	2119
2023 Q1	$2.58K	Sell	98 -30	-23%	-$815	﹤0.01%	2134
2022 Q4	$3.27K	Sell	128 -20	-14%	-$458	﹤0.01%	2014
2022 Q3	$3K	Buy	148 +20	+16%	+$402	﹤0.01%	1958
2022 Q2	$2K	Buy	+128	New	+$2.33K	﹤0.01%	2098

Other funds holding AVTA

HNB

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

Lindbrook Capital's AVTA Position: Q4 2023 in Review

Lindbrook Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 98 shares — an estimated $2.51K sold.

Lindbrook Capital first reported a position in AVTA in Q2 2022 and held it in 6 quarters. The position peaked at $3.27K in Q4 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Lindbrook Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Lindbrook Capital sold 98 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.51K.
Lindbrook Capital first reported a position in Avantax, Inc. Common Stock in Q2 2022 and held it in 6 quarters.
Lindbrook Capital's Avantax, Inc. Common Stock position peaked at $3.27K in Q4 2022.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.