PNC Financial Services Group
AVTA

PNC Financial Services Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

PNC Financial Services Group’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
-3,568
Closed -$91.3K – 4817
2023
Q3 		$91.3K Buy
3,568
+349
+11% +$8.28K ﹤0.01% 2622
2023
Q2 		$72K Sell
3,219
-132
-4% -$3.11K ﹤0.01% 2833
2023
Q1 		$88.2K Sell
3,351
-15
-0.4% -$407 ﹤0.01% 2643
2022
Q4 		$85.9K Hold
3,366
– – ﹤0.01% 2668
2022
Q3 		$65K Buy
3,366
+104
+3% +$2.09K ﹤0.01% 2807
2022
Q2 		$60K Buy
3,262
+335
+11% +$6.09K ﹤0.01% 2876
2022
Q1 		$57K Sell
2,927
-3
-0.1% -$54 ﹤0.01% 3038
2021
Q4 		$50K Buy
2,930
+58
+2% +$985 ﹤0.01% 3120
2021
Q3 		$45K Sell
2,872
-134
-4% -$2.17K ﹤0.01% 3129
2021
Q2 		$52K Sell
3,006
-15
-0.5% -$246 ﹤0.01% 3054
2021
Q1 		$50K Buy
3,021
+99
+3% +$1.66K ﹤0.01% 2984
2020
Q4 		$48K Buy
2,922
+2,249
+334% +$27.4K ﹤0.01% 2930
2020
Q3 		$6K Sell
673
-2,878
-81% -$31.8K ﹤0.01% 3652
2020
Q2 		$41K Buy
3,551
+1,820
+105% +$22.9K ﹤0.01% 2862
2020
Q1 		$21K Sell
1,731
-1,119
-39% -$21.6K ﹤0.01% 3099
2019
Q4 		$74K Buy
2,850
+1,983
+229% +$44.4K ﹤0.01% 2666
2019
Q3 		$18K Sell
867
-2,066
-70% -$52.1K ﹤0.01% 3394
2019
Q2 		$90K Buy
2,933
+1,272
+77% +$41.9K ﹤0.01% 2602
2019
Q1 		$56K Sell
1,661
-122
-7% -$3.55K ﹤0.01% 2882
2018
Q4 		$47K Sell
1,783
-703
-28% -$21.5K ﹤0.01% 2904
2018
Q3 		$99K Buy
2,486
+1,058
+74% +$38.5K ﹤0.01% 2614
2018
Q2 		$53K Buy
1,428
+559
+64% +$18K ﹤0.01% 2950
2018
Q1 		$21K Buy
869
+401
+86% +$9.53K ﹤0.01% 3424
2017
Q4 		$10K Sell
468
-354
-43% -$7.89K ﹤0.01% 3703
2017
Q3 		$20K Buy
822
+506
+160% +$11.5K ﹤0.01% 3396
2017
Q2 		$7K Buy
316
+91
+40% +$1.8K ﹤0.01% 3718
2017
Q1 		$4K Sell
225
-225
-50% -$3.52K ﹤0.01% 3817
2016
Q4 		$7K Sell
450
-404
-47% -$5.45K ﹤0.01% 3602
2016
Q3 		$10K Sell
854
-280
-25% -$3.11K ﹤0.01% 3485
2016
Q2 		$12K Buy
1,134
+443
+64% +$3.48K ﹤0.01% 3489
2016
Q1 		$4K Sell
691
-1,653
-71% -$11.6K ﹤0.01% 3962
2015
Q4 		$23K Buy
2,344
+363
+18% +$4.01K ﹤0.01% 3240
2015
Q3 		$28K Buy
1,981
+9
+0.5% +$129 ﹤0.01% 3198
2015
Q2 		$32K Sell
1,972
-814
-29% -$12.5K ﹤0.01% 3275
2015
Q1 		$38K Sell
2,786
-200
-7% -$2.79K ﹤0.01% 3188
2014
Q4 		$41K Sell
2,986
-23,787
-89% -$350K ﹤0.01% 2873
2014
Q3 		$408K Buy
26,773
+4,082
+18% +$67.5K ﹤0.01% 1603
2014
Q2 		$428K Sell
22,691
-354
-2% -$6.67K ﹤0.01% 1520
2014
Q1 		$455K Buy
23,045
+2,544
+12% +$58.8K ﹤0.01% 1455
2013
Q4 		$597K Sell
20,501
-9,492
-32% -$256K ﹤0.01% 1265
2013
Q3 		$690K Buy
29,993
+3,316
+12% +$69K ﹤0.01% 1171
2013
Q2 		$495K Buy
+26,677
New +$453K ﹤0.01% 1296

Other funds holding AVTA

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

PNC Financial Services Group's AVTA Position: Q4 2023 in Review

PNC Financial Services Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 3,568 shares — an estimated $91.3K sold.

PNC Financial Services Group first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $690K in Q3 2013. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • PNC Financial Services Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • PNC Financial Services Group sold 3,568 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $91.3K.
  • PNC Financial Services Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • PNC Financial Services Group's Avantax, Inc. Common Stock position peaked at $690K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on PNC Financial Services Group's 13F filing for Q4 2023, filed 9 Feb 2024.