MSRPS
AVTA

Maryland State Retirement & Pension System’s Avantax, Inc. Common Stock AVTA Stock Holding History

Maryland State Retirement & Pension System’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
-13,540
Closed -$346K – 1568
2023
Q3 		$346K Sell
13,540
-1,494
-10% -$35.4K 0.01% 1273
2023
Q2 		$336K Sell
15,034
-998
-6% -$23.5K 0.01% 1321
2023
Q1 		$422K Sell
16,032
-3,708
-19% -$101K 0.01% 1151
2022
Q4 		$504K Buy
19,740
+239
+1% +$5.48K 0.01% 988
2022
Q3 		$377K Buy
19,501
+355
+2% +$7.14K 0.03% 395
2022
Q2 		$353K Sell
19,146
-391
-2% -$7.11K 0.01% 1174
2022
Q1 		$382K Buy
19,537
+372
+2% +$6.74K 0.01% 1226
2021
Q4 		$332K Hold
19,165
– – 0.01% 1320
2021
Q3 		$309K Buy
+19,165
New +$310K 0.01% 1354

Other funds holding AVTA

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

Maryland State Retirement & Pension System's AVTA Position: Q4 2023 in Review

Maryland State Retirement & Pension System sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 13,540 shares — an estimated $346K sold.

Maryland State Retirement & Pension System first reported a position in AVTA in Q3 2021 and held it in 9 quarters. The position peaked at $504K in Q4 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Maryland State Retirement & Pension System reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Maryland State Retirement & Pension System sold 13,540 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $346K.
  • Maryland State Retirement & Pension System first reported a position in Avantax, Inc. Common Stock in Q3 2021 and held it in 9 quarters.
  • Maryland State Retirement & Pension System's Avantax, Inc. Common Stock position peaked at $504K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Maryland State Retirement & Pension System's 13F filing for Q4 2023, filed 6 Feb 2024.