PI
AVTA

PEAK6 Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

PEAK6 Investments’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
-192,600
Closed -$4.93M – 5011
2023
Q3 		$4.93M Buy
+192,600
New +$4.57M 0.02% 723
2022
Q2 		– Sell
-123,400
Closed -$2.41M – 6691
2022
Q1 		$2.41M Sell
123,400
-40,100
-25% -$727K 0.01% 1697
2021
Q4 		$2.83M Sell
163,500
-34,200
-17% -$581K 0.01% 1580
2021
Q3 		$3.08M Sell
197,700
-82,400
-29% -$1.33M 0.01% 1546
2021
Q2 		$4.85M Buy
280,100
+213,600
+321% +$3.51M 0.01% 1132
2021
Q1 		$1.11M Buy
66,500
+18,600
+39% +$312K ﹤0.01% 2449
2020
Q4 		$762K Sell
47,900
-5,000
-9% -$61K ﹤0.01% 2724
2020
Q3 		$498K Buy
52,900
+25,000
+90% +$277K ﹤0.01% 2858
2020
Q2 		$319K Sell
27,900
-77,100
-73% -$968K ﹤0.01% 3044
2020
Q1 		$1.26M Buy
105,000
+93,000
+775% +$1.79M 0.01% 1359
2019
Q4 		$314K Sell
12,000
-300
-2% -$6.72K ﹤0.01% 2261
2019
Q3 		$266K Buy
+12,300
New +$310K ﹤0.01% 2723

Other funds holding AVTA

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

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.