Manulife (Manufacturers Life Insurance)
AVTA

Manulife (Manufacturers Life Insurance)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Manulife (Manufacturers Life Insurance)’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
-15,904
Closed -$407K – 3047
2023
Q3 		$407K Sell
15,904
-581
-4% -$13.8K ﹤0.01% 2234
2023
Q2 		$369K Sell
16,485
-2,742
-14% -$64.6K ﹤0.01% 2222
2023
Q1 		$506K Buy
19,227
+666
+4% +$18.1K ﹤0.01% 2001
2022
Q4 		$474K Sell
18,561
-380
-2% -$8.71K ﹤0.01% 2030
2022
Q3 		$366K Sell
18,941
-413
-2% -$8.31K ﹤0.01% 2173
2022
Q2 		$357K Sell
19,354
-1,199
-6% -$21.8K ﹤0.01% 2263
2022
Q1 		$402K Sell
20,553
-5,542
-21% -$100K ﹤0.01% 2327
2021
Q4 		$452 Sell
26,095
-399
-2% -$6.77K ﹤0.01% 2329
2021
Q3 		$413K Sell
26,494
-1,657
-6% -$26.8K ﹤0.01% 2432
2021
Q2 		$487K Sell
28,151
-51
-0.2% -$838 ﹤0.01% 2456
2021
Q1 		$469K Sell
28,202
-1,639
-5% -$27.5K ﹤0.01% 2320
2020
Q4 		$475K Buy
29,841
+647
+2% +$7.9K ﹤0.01% 2228
2020
Q3 		$275K Hold
29,194
– – ﹤0.01% 2354
2020
Q2 		$320K Sell
29,194
-2,158
-7% -$27.1K ﹤0.01% 2207
2020
Q1 		$378K Buy
31,352
+2,241
+8% +$43.2K ﹤0.01% 1966
2019
Q4 		$761K Sell
29,111
-866
-3% -$19.4K ﹤0.01% 1816
2019
Q3 		$662K Sell
29,977
-53
-0.2% -$1.34K ﹤0.01% 1860
2019
Q2 		$912K Sell
30,030
-1,015
-3% -$33.4K ﹤0.01% 1701
2019
Q1 		$1.04M Buy
31,045
+2,269
+8% +$66.1K ﹤0.01% 1672
2018
Q4 		$766K Sell
28,776
-1,965
-6% -$60.2K ﹤0.01% 1719
2018
Q3 		$1.24M Sell
30,741
-3,923
-11% -$143K ﹤0.01% 1674
2018
Q2 		$1.28M Buy
34,664
+2,303
+7% +$74.3K ﹤0.01% 1722
2018
Q1 		$795K Sell
32,361
-1,109
-3% -$26.4K ﹤0.01% 1986
2017
Q4 		$739K Buy
33,470
+1,429
+4% +$31.9K ﹤0.01% 2055
2017
Q3 		$811K Buy
32,041
+46
+0.1% +$1.04K ﹤0.01% 1939
2017
Q2 		$678K Buy
31,995
+1,773
+6% +$35.1K ﹤0.01% 2061
2017
Q1 		$522K Buy
30,222
+3,658
+14% +$57.3K ﹤0.01% 2153
2016
Q4 		$392K Sell
26,564
-292
-1% -$3.94K ﹤0.01% 2278
2016
Q3 		$300K Buy
26,856
+41
+0.2% +$455 ﹤0.01% 2452
2016
Q2 		$278K Sell
26,815
-225
-0.8% -$1.77K ﹤0.01% 2462
2016
Q1 		$134K Buy
27,040
+212
+0.8% +$1.49K ﹤0.01% 2884
2015
Q4 		$263 Hold
26,828
– – ﹤0.01% 2451
2015
Q3 		$369 Buy
26,828
+962
+4% +$13.8K ﹤0.01% 2198
2015
Q2 		$418 Sell
25,866
-2,398
-8% -$36.9K ﹤0.01% 2253
2015
Q1 		$386 Buy
28,264
+1,203
+4% +$16.8K ﹤0.01% 2252
2014
Q4 		$375 Sell
27,061
-538
-2% -$7.91K ﹤0.01% 2178
2014
Q3 		$421 Buy
27,599
+626
+2% +$10.3K ﹤0.01% 2093
2014
Q2 		$509K Sell
26,973
-3,997
-13% -$75.3K ﹤0.01% 2034
2014
Q1 		$610 Sell
30,970
-229
-0.7% -$5.3K ﹤0.01% 1943
2013
Q4 		$910 Sell
31,199
-618
-2% -$16.7K ﹤0.01% 1662
2013
Q3 		$732 Sell
31,817
-1,480
-4% -$30.8K ﹤0.01% 1754
2013
Q2 		$618K Buy
+33,297
New +$566K ﹤0.01% 1760

Other funds holding AVTA

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

Manulife (Manufacturers Life Insurance)'s AVTA Position: Q4 2023 in Review

Manulife (Manufacturers Life Insurance) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 15,904 shares — an estimated $407K sold.

Manulife (Manufacturers Life Insurance) first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $1.28M in Q2 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Manulife (Manufacturers Life Insurance) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 15,904 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $407K.
  • Manulife (Manufacturers Life Insurance) first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Manulife (Manufacturers Life Insurance)'s Avantax, Inc. Common Stock position peaked at $1.28M in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2023, filed 13 Feb 2024.