Nuveen’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 |
-123,300
| Closed | -$3.15M | – | 3391 |
|
|
2023
Q3 | $3.15M | Sell |
123,300
-4,823
| -4% | -$114K | ﹤0.01% | 2098 |
|
|
2023
Q2 | $2.87M | Sell |
128,123
-61,551
| -32% | -$1.45M | ﹤0.01% | 2187 |
|
|
2023
Q1 | $4.99M | Buy |
189,674
+51,874
| +38% | +$1.41M | ﹤0.01% | 1888 |
|
|
2022
Q4 | $3.52M | Sell |
137,800
-6,554
| -5% | -$150K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $2.79M | Sell |
144,354
-3,127
| -2% | -$62.9K | ﹤0.01% | 2218 |
|
|
2022
Q2 | $2.72M | Sell |
147,481
-259,918
| -64% | -$4.73M | ﹤0.01% | 2280 |
|
|
2022
Q1 | $7.83M | Sell |
407,399
-9,149
| -2% | -$166K | ﹤0.01% | 1802 |
|
|
2021
Q4 | $6.99M | Sell |
416,548
-97,253
| -19% | -$1.65M | ﹤0.01% | 1907 |
|
|
2021
Q3 | $7.74M | Sell |
513,801
-59,703
| -10% | -$966K | ﹤0.01% | 1966 |
|
|
2021
Q2 | $9.93M | Sell |
573,504
-49,741
| -8% | -$817K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $10.4M | Sell |
623,245
-65,220
| -9% | -$1.09M | ﹤0.01% | 1776 |
|
|
2020
Q4 | $11M | Sell |
688,465
-32,001
| -4% | -$391K | ﹤0.01% | 1654 |
|
|
2020
Q3 | $6.79M | Buy |
720,466
+27,318
| +4% | +$302K | ﹤0.01% | 1752 |
|
|
2020
Q2 | $7.92M | Buy |
693,148
+45,698
| +7% | +$574K | ﹤0.01% | 1646 |
|
|
2020
Q1 | $7.8M | Sell |
647,450
-6,698
| -1% | -$129K | ﹤0.01% | 1444 |
|
|
2019
Q4 | $17.1M | Buy |
654,148
+229,304
| +54% | +$5.14M | 0.01% | 1262 |
|
|
2019
Q3 | $9.19M | Buy |
424,844
+187,517
| +79% | +$4.73M | ﹤0.01% | 1627 |
|
|
2019
Q2 | $7.21M | Buy |
+237,327
| New | +$7.81M | ﹤0.01% | 1791 |
|
Other funds holding AVTA
Nuveen's AVTA Position: Q4 2023 in Review
Nuveen sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 123,300 shares — an estimated $3.15M sold.
Nuveen first reported a position in AVTA in Q2 2019 and held it in 18 quarters. The position peaked at $17.1M in Q4 2019. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Nuveen reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Nuveen sold 123,300 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $3.15M.
- Nuveen first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 18 quarters.
- Nuveen's Avantax, Inc. Common Stock position peaked at $17.1M in Q4 2019.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Nuveen's 13F filing for Q4 2023, filed 14 Feb 2024.