NewEdge Wealth’s Avantax, Inc. Common Stock AVTA Stock Holding History

NewEdge Wealth’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	-351,247	Closed	-$8.98M	–	770
2023 Q3	$8.98M	Sell	351,247 -496,052	-59%	-$11.8M	0.28%	98
2023 Q2	$19M	Buy	847,299 +407,028	+92%	+$9.59M	0.63%	38
2023 Q1	$11.6M	Buy	+440,271	New	+$12M	0.44%	63

Other funds holding AVTA

HNB

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

NewEdge Wealth's AVTA Position: Q4 2023 in Review

NewEdge Wealth sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 351,247 shares — an estimated $8.98M sold.

NewEdge Wealth first reported a position in AVTA in Q1 2023 and held it in 3 quarters. The position peaked at $19M in Q2 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

NewEdge Wealth reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
NewEdge Wealth sold 351,247 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $8.98M.
NewEdge Wealth first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
NewEdge Wealth's Avantax, Inc. Common Stock position peaked at $19M in Q2 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on NewEdge Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.