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

Parallel 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	-100	Closed	-$2.56K	–	3517
2023 Q3	$2.56K	Hold	100	–	–	﹤0.01%	2738
2023 Q2	$2.24K	Hold	100	–	–	﹤0.01%	2724
2023 Q1	$2.63K	Hold	100	–	–	﹤0.01%	2662
2022 Q4	$2.55K	Hold	100	–	–	﹤0.01%	2593
2022 Q3	$2K	Buy	100 +90	+900%	+$1.81K	﹤0.01%	2803
2022 Q2	$0	Hold	10	–	–	﹤0.01%	3459
2022 Q1	$0	Hold	10	–	–	﹤0.01%	3367
2021 Q4	$0	Hold	10	–	–	﹤0.01%	3367
2021 Q3	$0	Buy	+10	New	+$162	﹤0.01%	3331

Other funds holding AVTA

HNB

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

Parallel Advisors's AVTA Position: Q4 2023 in Review

Parallel Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 100 shares — an estimated $2.56K sold.

Parallel Advisors first reported a position in AVTA in Q3 2021 and held it in 9 quarters. The position peaked at $2.63K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Parallel Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Parallel Advisors sold 100 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.56K.
Parallel Advisors first reported a position in Avantax, Inc. Common Stock in Q3 2021 and held it in 9 quarters.
Parallel Advisors's Avantax, Inc. Common Stock position peaked at $2.63K in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.