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

Nexpoint 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	-164,640	Closed	-$4.21M	–	93
2023 Q3	$4.21M	Buy	+164,640	New	+$3.9M	0.58%	25

Other funds holding AVTA

HNB

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

Nexpoint Asset Management's AVTA Position: Q4 2023 in Review

Nexpoint Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 164,640 shares — an estimated $4.21M sold.

Nexpoint Asset Management first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $4.21M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Nexpoint Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Nexpoint Asset Management sold 164,640 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $4.21M.
Nexpoint Asset Management first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Nexpoint Asset Management's Avantax, Inc. Common Stock position peaked at $4.21M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Nexpoint Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.