Nisa Investment Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Nisa Investment Advisors’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	-39	Closed	-$998	–	2799
2023 Q3	$998	Hold	39	–	–	﹤0.01%	2398
2023 Q2	$873	Hold	39	–	–	﹤0.01%	2453
2023 Q1	$1K	Hold	39	–	–	﹤0.01%	2501
2022 Q4	$1K	Hold	39	–	–	﹤0.01%	2552
2022 Q3	$1K	Buy	+39	New	+$784	﹤0.01%	2552
2015 Q1	–	Sell	-12,300	Closed	-$170K	–	1337
2014 Q4	$170K	Hold	12,300	–	–	﹤0.01%	1258
2014 Q3	$187K	Hold	12,300	–	–	﹤0.01%	1254
2014 Q2	$232K	Sell	12,300 -700	-5%	-$13.2K	﹤0.01%	1241
2014 Q1	$256K	Hold	13,000	–	–	﹤0.01%	1231
2013 Q4	$379K	Hold	13,000	–	–	0.01%	1116
2013 Q3	$299K	Hold	13,000	–	–	﹤0.01%	1166
2013 Q2	$241K	Buy	+13,000	New	+$221K	﹤0.01%	1204

Other funds holding AVTA

HNB

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

Nisa Investment Advisors's AVTA Position: Q4 2023 in Review

Nisa Investment Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 39 shares — an estimated $998 sold.

Nisa Investment Advisors first reported a position in AVTA in Q2 2013 and held it in 12 quarters. The position peaked at $379K in Q4 2013. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Nisa Investment Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Nisa Investment Advisors sold 39 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $998.
Nisa Investment Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 12 quarters.
Nisa Investment Advisors's Avantax, Inc. Common Stock position peaked at $379K in Q4 2013.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Nisa Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.