Principal Financial Group
AVTA

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

Principal Financial 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
-197,021
Closed -$5.04M – 2473
2023
Q3 		$5.04M Sell
197,021
-22,878
-10% -$543K ﹤0.01% 1530
2023
Q2 		$4.92M Sell
219,899
-21,334
-9% -$502K ﹤0.01% 1528
2023
Q1 		$6.35M Sell
241,233
-54,044
-18% -$1.47M ﹤0.01% 1454
2022
Q4 		$7.54M Sell
295,277
-1,179
-0.4% -$27K 0.01% 1386
2022
Q3 		$5.73M Sell
296,456
-403
-0.1% -$8.11K ﹤0.01% 1451
2022
Q2 		$5.48M Sell
296,859
-25,141
-8% -$457K ﹤0.01% 1523
2022
Q1 		$6.29M Sell
322,000
-2,468
-0.8% -$44.7K ﹤0.01% 1577
2021
Q4 		$5.62M Sell
324,468
-7,912
-2% -$134K ﹤0.01% 1627
2021
Q3 		$5.18M Sell
332,380
-2,368
-0.7% -$38.3K ﹤0.01% 1669
2021
Q2 		$5.79M Sell
334,748
-36,271
-10% -$596K ﹤0.01% 1667
2021
Q1 		$6.17M Buy
371,019
+4,172
+1% +$70K ﹤0.01% 1595
2020
Q4 		$5.84M Buy
366,847
+22,739
+7% +$278K ﹤0.01% 1506
2020
Q3 		$3.24M Sell
344,108
-13,781
-4% -$152K ﹤0.01% 1619
2020
Q2 		$4.09M Sell
357,889
-13,929
-4% -$175K ﹤0.01% 1506
2020
Q1 		$4.48M Sell
371,818
-15,982
-4% -$308K 0.01% 1324
2019
Q4 		$10.1M Buy
387,800
+1,236
+0.3% +$27.7K 0.01% 1243
2019
Q3 		$8.37M Sell
386,564
-2,785
-0.7% -$70.2K 0.01% 1307
2019
Q2 		$11.8M Sell
389,349
-18,342
-4% -$604K 0.01% 1121
2019
Q1 		$13.6M Sell
407,691
-10,373
-2% -$302K 0.01% 1031
2018
Q4 		$11.1M Sell
418,064
-16,118
-4% -$494K 0.01% 1109
2018
Q3 		$17.5M Buy
434,182
+13,239
+3% +$482K 0.02% 952
2018
Q2 		$15.6M Sell
420,943
-10,602
-2% -$342K 0.01% 989
2018
Q1 		$10.6M Buy
431,545
+13,123
+3% +$312K 0.01% 1218
2017
Q4 		$9.25M Buy
418,422
+2,954
+0.7% +$65.8K 0.01% 1305
2017
Q3 		$10.5M Buy
415,468
+86,611
+26% +$1.96M 0.01% 1209
2017
Q2 		$6.97M Buy
328,857
+33,244
+11% +$658K 0.01% 1425
2017
Q1 		$5.11M Buy
295,613
+14,133
+5% +$221K 0.01% 1524
2016
Q4 		$4.15M Buy
281,480
+5,147
+2% +$69.4K 0.01% 1577
2016
Q3 		$3.1M Sell
276,333
-14,717
-5% -$163K ﹤0.01% 1609
2016
Q2 		$3.02M Buy
291,050
+8,843
+3% +$69.6K ﹤0.01% 1572
2016
Q1 		$1.46M Buy
282,207
+12,399
+5% +$87.2K ﹤0.01% 1679
2015
Q4 		$2.64M Buy
269,808
+12,057
+5% +$133K ﹤0.01% 1573
2015
Q3 		$3.55M Buy
257,751
+8,539
+3% +$122K 0.01% 1482
2015
Q2 		$4.03M Sell
249,212
-5,105
-2% -$78.6K 0.01% 1505
2015
Q1 		$3.47M Buy
254,317
+5,948
+2% +$83K 0.01% 1520
2014
Q4 		$3.44M Buy
248,369
+940
+0.4% +$13.8K 0.01% 1545
2014
Q3 		$3.77M Sell
247,429
-9,834
-4% -$163K 0.01% 1478
2014
Q2 		$4.86M Sell
257,263
-17,989
-7% -$339K 0.01% 1405
2014
Q1 		$5.42M Buy
275,252
+19,916
+8% +$461K 0.01% 1313
2013
Q4 		$7.45M Buy
255,336
+10,972
+4% +$296K 0.01% 1083
2013
Q3 		$5.62M Buy
244,364
+7,512
+3% +$156K 0.01% 1190
2013
Q2 		$4.39M Buy
+236,852
New +$4.02M 0.01% 1278

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Principal Financial Group's AVTA Position: Q4 2023 in Review

Principal Financial Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 197,021 shares — an estimated $5.04M sold.

Principal Financial Group first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $17.5M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Principal Financial Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 197,021 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $5.04M.
  • Principal Financial Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Principal Financial Group's Avantax, Inc. Common Stock position peaked at $17.5M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.