PEAK6 Investments’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
Q1 | – | Sell |
-2,973
| Closed | -$80.7K | – | 5144 |
|
|
2022
Q4 | $75.9K | Sell |
2,973
-26,212
| -90% | -$601K | ﹤0.01% | 3774 |
|
|
2022
Q3 | $564K | Buy |
+29,185
| New | +$587K | ﹤0.01% | 2751 |
|
|
2022
Q1 | – | Sell |
-11,650
| Closed | -$211K | – | 6117 |
|
|
2021
Q4 | $202K | Sell |
11,650
-5,721
| -33% | -$97.1K | ﹤0.01% | 4005 |
|
|
2021
Q3 | $271K | Sell |
17,371
-42,371
| -71% | -$685K | ﹤0.01% | 3752 |
|
|
2021
Q2 | $1.03M | Sell |
59,742
-68,736
| -54% | -$1.13M | ﹤0.01% | 2536 |
|
|
2021
Q1 | $2.14M | Buy |
128,478
+49,561
| +63% | +$832K | 0.01% | 1810 |
|
|
2020
Q4 | $1.26M | Buy |
78,917
+55,234
| +233% | +$674K | ﹤0.01% | 2264 |
|
|
2020
Q3 | $223K | Sell |
23,683
-8,182
| -26% | -$90.5K | ﹤0.01% | 3433 |
|
|
2020
Q2 | $364K | Sell |
31,865
-57,281
| -64% | -$719K | ﹤0.01% | 2941 |
|
|
2020
Q1 | $1.07M | Buy |
89,146
+58,858
| +194% | +$1.14M | 0.01% | 1475 |
|
|
2019
Q4 | $792K | Buy |
30,288
+28,418
| +1,520% | +$636K | ﹤0.01% | 1686 |
|
|
2019
Q3 | $40K | Buy |
+1,870
| New | +$47.1K | ﹤0.01% | 3431 |
|
|
2018
Q4 | – | Sell |
-33,801
| Closed | -$1.36M | – | 4863 |
|
|
2018
Q3 | $1.36M | Buy |
+33,801
| New | +$1.23M | 0.01% | 1738 |
|
Other funds holding AVTA
PEAK6 Investments's AVTA Position: Q1 2023 in Review
PEAK6 Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q1 2023, closing a stake of 2,973 shares — an estimated $80.7K sold.
PEAK6 Investments first reported a position in AVTA in Q3 2018 and held it in 13 quarters. The position peaked at $2.14M in Q1 2021. 154 funds tracked by Wall St. Rank hold AVTA as of Q1 2023.
- PEAK6 Investments reported no remaining Avantax, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
- PEAK6 Investments sold 2,973 Avantax, Inc. Common Stock shares in Q1 2023, an estimated $80.7K.
- PEAK6 Investments first reported a position in Avantax, Inc. Common Stock in Q3 2018 and held it in 13 quarters.
- PEAK6 Investments's Avantax, Inc. Common Stock position peaked at $2.14M in Q1 2021.
- 154 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q1 2023.
Based on PEAK6 Investments's 13F filing for Q1 2023, filed 12 May 2023.