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
Q4 | – | Sell |
-3,400
| Closed | -$87K | – | 5010 |
|
|
2023
Q3 | $87K | Buy |
+3,400
| New | +$80.6K | ﹤0.01% | 3455 |
|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$395K | – | 4883 |
|
|
2023
Q1 | $395K | Sell |
15,000
-3,000
| -17% | -$81.5K | ﹤0.01% | 2589 |
|
|
2022
Q4 | $460K | Buy |
+18,000
| New | +$412K | ﹤0.01% | 2594 |
|
|
2022
Q3 | – | Sell |
-24,800
| Closed | -$458K | – | 6403 |
|
|
2022
Q2 | $458K | Hold |
24,800
| – | – | ﹤0.01% | 3922 |
|
|
2022
Q1 | $485K | Sell |
24,800
-32,200
| -56% | -$584K | ﹤0.01% | 3171 |
|
|
2021
Q4 | $987K | Buy |
57,000
+3,600
| +7% | +$61.1K | ﹤0.01% | 2572 |
|
|
2021
Q3 | $833K | Buy |
53,400
+5,900
| +12% | +$95.4K | ﹤0.01% | 2786 |
|
|
2021
Q2 | $822K | Sell |
47,500
-6,800
| -13% | -$112K | ﹤0.01% | 2782 |
|
|
2021
Q1 | $904K | Buy |
54,300
+27,900
| +106% | +$468K | ﹤0.01% | 2660 |
|
|
2020
Q4 | $420K | Buy |
+26,400
| New | +$322K | ﹤0.01% | 3226 |
|
|
2020
Q3 | – | Sell |
-500
| Closed | -$6K | – | 5042 |
|
|
2020
Q2 | $6K | Sell |
500
-14,600
| -97% | -$183K | ﹤0.01% | 4255 |
|
|
2020
Q1 | $182K | Buy |
+15,100
| New | +$291K | ﹤0.01% | 2931 |
|
|
2019
Q4 | – | Sell |
-3,000
| Closed | -$65K | – | 4244 |
|
|
2019
Q3 | $65K | Buy |
+3,000
| New | +$75.6K | ﹤0.01% | 3352 |
|
|
2019
Q2 | – | Sell |
-68,300
| Closed | -$2.28M | – | 4458 |
|
|
2019
Q1 | $2.28M | Buy |
+68,300
| New | +$1.99M | 0.01% | 1211 |
|
|
2018
Q4 | – | Sell |
-30,700
| Closed | -$1.24M | – | 4862 |
|
|
2018
Q3 | $1.24M | Buy |
+30,700
| New | +$1.12M | 0.01% | 1821 |
|
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.