Morgan Stanley
AVTA

Morgan Stanley’s Avantax, Inc. Common Stock AVTA Stock Holding History

Morgan Stanley’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
-1,091,450
Closed -$27.9M – 7986
2023
Q3 		$27.9M Buy
1,091,450
+791,927
+264% +$18.8M ﹤0.01% 2110
2023
Q2 		$6.7M Sell
299,523
-7,467
-2% -$176K ﹤0.01% 3531
2023
Q1 		$8.08M Sell
306,990
-33,868
-10% -$920K ﹤0.01% 3347
2022
Q4 		$8.7M Buy
340,858
+27,133
+9% +$622K ﹤0.01% 3215
2022
Q3 		$6.07M Sell
313,725
-211,054
-40% -$4.25M ﹤0.01% 3509
2022
Q2 		$9.69M Buy
524,779
+295,480
+129% +$5.37M ﹤0.01% 3099
2022
Q1 		$4.48M Buy
229,299
+11,143
+5% +$202K ﹤0.01% 3802
2021
Q4 		$3.78M Sell
218,156
-25,954
-11% -$441K ﹤0.01% 4008
2021
Q3 		$3.81M Sell
244,110
-22,718
-9% -$367K ﹤0.01% 4002
2021
Q2 		$4.62M Buy
266,828
+127,601
+92% +$2.1M ﹤0.01% 3865
2021
Q1 		$2.32M Sell
139,227
-26,352
-16% -$442K ﹤0.01% 4136
2020
Q4 		$2.63M Buy
165,579
+35,073
+27% +$428K ﹤0.01% 3911
2020
Q3 		$1.23M Sell
130,506
-22,864
-15% -$253K ﹤0.01% 4061
2020
Q2 		$1.75M Buy
153,370
+9,015
+6% +$113K ﹤0.01% 3713
2020
Q1 		$1.74M Sell
144,355
-325,515
-69% -$6.28M ﹤0.01% 3484
2019
Q4 		$12.3M Sell
469,870
-179,320
-28% -$4.02M ﹤0.01% 2179
2019
Q3 		$14M Buy
649,190
+267,494
+70% +$6.74M ﹤0.01% 1791
2019
Q2 		$11.6M Buy
381,696
+279,805
+275% +$9.21M ﹤0.01% 2001
2019
Q1 		$3.4M Sell
101,891
-208,034
-67% -$6.06M ﹤0.01% 3086
2018
Q4 		$8.26M Sell
309,925
-226,604
-42% -$6.94M ﹤0.01% 2329
2018
Q3 		$21.6M Buy
536,529
+362,461
+208% +$13.2M 0.01% 1609
2018
Q2 		$6.44M Buy
174,068
+30,664
+21% +$989K ﹤0.01% 2860
2018
Q1 		$3.53M Buy
143,404
+44,629
+45% +$1.06M ﹤0.01% 3425
2017
Q4 		$2.18M Sell
98,775
-280,439
-74% -$6.25M ﹤0.01% 3958
2017
Q3 		$9.59M Buy
379,214
+38,926
+11% +$881K ﹤0.01% 2326
2017
Q2 		$7.21M Sell
340,288
-58,950
-15% -$1.17M ﹤0.01% 2472
2017
Q1 		$6.91M Buy
399,238
+82,304
+26% +$1.29M ﹤0.01% 2547
2016
Q4 		$4.67M Sell
316,934
-777,323
-71% -$10.5M ﹤0.01% 3065
2016
Q3 		$12.3M Buy
1,094,257
+940,797
+613% +$10.5M ﹤0.01% 1843
2016
Q2 		$1.59M Sell
153,460
-42,314
-22% -$333K ﹤0.01% 3610
2016
Q1 		$1.01M Sell
195,774
-292,738
-60% -$2.06M ﹤0.01% 3934
2015
Q4 		$4.79M Sell
488,512
-234,598
-32% -$2.59M ﹤0.01% 2700
2015
Q3 		$9.96M Buy
723,110
+104,699
+17% +$1.5M ﹤0.01% 1953
2015
Q2 		$9.99M Buy
618,411
+334,322
+118% +$5.15M ﹤0.01% 2114
2015
Q1 		$3.88M Sell
284,089
-93,562
-25% -$1.3M ﹤0.01% 2993
2014
Q4 		$5.23M Sell
377,651
-398,308
-51% -$5.86M ﹤0.01% 2690
2014
Q3 		$11.8M Buy
775,959
+25,641
+3% +$424K ﹤0.01% 1883
2014
Q2 		$14.2M Sell
750,318
-168,966
-18% -$3.18M 0.01% 1723
2014
Q1 		$18.1M Sell
919,284
-388,627
-30% -$8.99M 0.01% 1462
2013
Q4 		$38.1M Buy
1,307,911
+172,504
+15% +$4.66M 0.02% 893
2013
Q3 		$26.1M Sell
1,135,407
-31,639
-3% -$659K 0.01% 1030
2013
Q2 		$21.6M Buy
+1,167,046
New +$19.8M 0.01% 1128

Other funds holding AVTA

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

Morgan Stanley's AVTA Position: Q4 2023 in Review

Morgan Stanley sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 1,091,450 shares — an estimated $27.9M sold.

Morgan Stanley first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $38.1M in Q4 2013. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Morgan Stanley reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Morgan Stanley sold 1,091,450 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $27.9M.
  • Morgan Stanley first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Morgan Stanley's Avantax, Inc. Common Stock position peaked at $38.1M in Q4 2013.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Morgan Stanley's 13F filing for Q4 2023, filed 13 Feb 2024.