Mitsubishi UFJ Asset Management
AVTA

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

Mitsubishi UFJ 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
-114
Closed -$2.92K – 1595
2023
Q3 		$2.92K Buy
+114
New +$2.7K ﹤0.01% 1511

Other funds holding AVTA

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

Mitsubishi UFJ Asset Management's AVTA Position: Q4 2023 in Review

Mitsubishi UFJ Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 114 shares — an estimated $2.92K sold.

Mitsubishi UFJ Asset Management first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $2.92K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Mitsubishi UFJ Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Mitsubishi UFJ Asset Management sold 114 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.92K.
  • Mitsubishi UFJ Asset Management first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • Mitsubishi UFJ Asset Management's Avantax, Inc. Common Stock position peaked at $2.92K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Mitsubishi UFJ Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.