Norges Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-144,275
Closed -$3.69M 2026
2023
Q3
$3.69M Hold
144,275
﹤0.01% 1736
2023
Q2
$3.23M Hold
144,275
﹤0.01% 1806
2023
Q1
$3.8M Sell
144,275
-260,665
-64% -$7.08M ﹤0.01% 1828
2022
Q4
$10.3M Hold
404,940
﹤0.01% 1559
2022
Q3
$7.83M Buy
404,940
+114,600
+39% +$2.3M ﹤0.01% 1616
2022
Q2
$5.36M Sell
290,340
-144,796
-33% -$2.63M ﹤0.01% 1753
2022
Q1
$8.51M Hold
435,136
﹤0.01% 1752
2021
Q4
$7.54M Hold
435,136
﹤0.01% 1832
2021
Q3
$6.78M Sell
435,136
-15,560
-3% -$252K ﹤0.01% 1865
2021
Q2
$7.8M Sell
450,696
-77,125
-15% -$1.27M ﹤0.01% 1828
2021
Q1
$8.78M Buy
527,821
+57,208
+12% +$960K ﹤0.01% 1818
2020
Q4
$7.49M Sell
470,613
-63,686
-12% -$777K ﹤0.01% 1821
2020
Q3
$5.03M Sell
534,299
-127,450
-19% -$1.41M ﹤0.01% 1864
2020
Q2
$7.56M Hold
661,749
﹤0.01% 1792
2020
Q1
$7.97M Hold
661,749
﹤0.01% 1700
2019
Q4
$17.3M Sell
661,749
-23,969
-3% -$537K ﹤0.01% 1597
2019
Q3
$14.8M Sell
685,718
-41,038
-6% -$1.03M ﹤0.01% 1626
2019
Q2
$22.1M Hold
726,756
0.01% 1441
2019
Q1
$24.3M Hold
726,756
0.01% 1370
2018
Q4
$19.4M Hold
726,756
0.01% 1422
2018
Q3
$29.3M Sell
726,756
-25,751
-3% -$938K 0.01% 1278
2018
Q2
$27.8M Sell
752,507
-236,254
-24% -$7.62M 0.01% 1279
2018
Q1
$24.3M Sell
988,761
-224,385
-18% -$5.33M 0.01% 1303
2017
Q4
$26.8M Hold
1,213,146
0.01% 1267
2017
Q3
$30.7M Buy
1,213,146
+125,035
+11% +$2.83M 0.01% 1139
2017
Q2
$23.1M Hold
1,088,111
0.01% 1303
2017
Q1
$18.8M Sell
1,088,111
-34,700
-3% -$543K 0.01% 1438
2016
Q4
$16.6M Hold
1,122,811
0.01% 1442
2016
Q3
$12M Buy
1,122,811
+92,936
+9% +$1.03M 0.01% 1547
2016
Q2
$10.7M Hold
1,029,875
0.01% 1573
2016
Q1
$5.31M Sell
1,029,875
-25,000
-2% -$176K ﹤0.01% 1806
2015
Q4
$10.3M Hold
1,054,875
0.01% 1569
2015
Q3
$14.5M Buy
1,054,875
+100,504
+11% +$1.44M 0.01% 1327
2015
Q2
$15.4M Buy
954,371
+241,170
+34% +$3.72M 0.01% 1357
2015
Q1
$9.74M Buy
713,201
+215,800
+43% +$3.01M ﹤0.01% 1651
2014
Q4
$6.89M Buy
497,401
+122,627
+33% +$1.8M ﹤0.01% 1806
2014
Q3
$5.71M Sell
374,774
-374,774
-50% -$6.2M ﹤0.01% 1871
2014
Q2
$14.1M Buy
749,548
+374,774
+100% +$7.06M ﹤0.01% 1796
2014
Q1
$7.38M Hold
374,774
﹤0.01% 1734
2013
Q4
$10.9M Hold
374,774
0.01% 1525
2013
Q3
$8.61M Hold
374,774
0.01% 1643
2013
Q2
$6.95M Buy
+374,774
New +$6.37M ﹤0.01% 1691

Other funds holding AVTA

Norges Bank's AVTA Position: Q4 2023 in Review

Norges Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 144,275 shares — an estimated $3.69M sold.

Norges Bank first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $30.7M in Q3 2017. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Norges Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Norges Bank sold 144,275 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $3.69M.
  • Norges Bank first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Norges Bank's Avantax, Inc. Common Stock position peaked at $30.7M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Norges Bank's 13F filing for Q4 2023, filed 9 Feb 2024.