Public Sector Pension Investment Board (PSP Investments)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Public Sector Pension Investment Board (PSP 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	-45,435	Closed	-$1.16M	–	1348
2023 Q3	$1.16M	Sell	45,435 -38,470	-46%	-$912K	0.01%	1048
2023 Q2	$1.88M	Sell	83,905 -1,524	-2%	-$35.9K	0.01%	952
2023 Q1	$2.25M	Sell	85,429 -2,034	-2%	-$55.2K	0.02%	850
2022 Q4	$2.23M	Sell	87,463 -37	-0%	-$848	0.02%	864
2022 Q3	$1.69M	Buy	87,500 +37	+0%	+$744	0.01%	925
2022 Q2	$1.61M	Sell	87,463 -3,471	-4%	-$63.1K	0.01%	934
2022 Q1	$1.78M	Sell	90,934 -8,120	-8%	-$147K	0.01%	1066
2021 Q4	$1.72M	Sell	99,054 -39,057	-28%	-$663K	0.01%	1155
2021 Q3	$2.15M	Buy	138,111 +39,057	+39%	+$632K	0.01%	1054
2021 Q2	$1.72M	Sell	99,054 -37,331	-27%	-$613K	0.01%	1171
2021 Q1	$2.27M	Buy	136,385 +30,111	+28%	+$505K	0.01%	921
2020 Q4	$1.69M	Sell	106,274 -750	-0.7%	-$9.15K	0.01%	962
2020 Q3	$1.01M	Hold	107,024	–	–	0.01%	1177
2020 Q2	$1.22M	Sell	107,024 -2,600	-2%	-$32.6K	0.01%	1025
2020 Q1	$1.32M	Hold	109,624	–	–	0.02%	827
2019 Q4	$2.87M	Sell	109,624 -14,000	-11%	-$314K	0.02%	936
2019 Q3	$2.67M	Buy	123,624 +16,859	+16%	+$425K	0.02%	892
2019 Q2	$3.24M	Buy	106,765 +62,700	+142%	+$2.06M	0.03%	653
2019 Q1	$1.47M	Buy	44,065 +2,300	+6%	+$67K	0.01%	869
2018 Q4	$1.11M	Buy	41,765 +8,831	+27%	+$270K	0.01%	907
2018 Q3	$1.33M	Buy	32,934 +2,684	+9%	+$97.7K	0.01%	841
2018 Q2	$1.12M	Hold	30,250	–	–	0.01%	767
2018 Q1	$744K	Buy	30,250 +1,900	+7%	+$45.2K	0.01%	928
2017 Q4	$627K	Hold	28,350	–	–	﹤0.01%	1094
2017 Q3	$717K	Buy	28,350 +8,352	+42%	+$189K	﹤0.01%	979
2017 Q2	$424K	Sell	19,998 -8,200	-29%	-$162K	﹤0.01%	1078
2017 Q1	$488K	Hold	28,198	–	–	﹤0.01%	1103
2016 Q4	$416K	Hold	28,198	–	–	﹤0.01%	1153
2016 Q3	$316K	Hold	28,198	–	–	﹤0.01%	1173
2016 Q2	$292K	Hold	28,198	–	–	﹤0.01%	1161
2016 Q1	$146K	Hold	28,198	–	–	﹤0.01%	1207
2015 Q4	$276K	Sell	28,198 -16,900	-37%	-$187K	﹤0.01%	1149
2015 Q3	$621K	Sell	45,098 -17,800	-28%	-$255K	0.01%	1055
2015 Q2	$1.02M	Sell	62,898 -14,500	-19%	-$223K	0.01%	1065
2015 Q1	$1.06M	Buy	77,398 +258	+0.3%	+$3.6K	0.01%	1078
2014 Q4	$1.07M	Hold	77,140	–	–	0.01%	1090
2014 Q3	$1.18M	Sell	77,140 -15,400	-17%	-$255K	0.01%	1042
2014 Q2	$1.75M	Buy	92,540 +7,463	+9%	+$141K	0.01%	986
2014 Q1	$1.68M	Sell	85,077 -15,193	-15%	-$351K	0.01%	954
2013 Q4	$2.92M	Buy	100,270 +1,900	+2%	+$51.3K	0.02%	758
2013 Q3	$2.26M	Buy	98,370 +21,700	+28%	+$452K	0.01%	833
2013 Q2	$1.42M	Buy	+76,670	New	+$1.3M	0.01%	909

Other funds holding AVTA

HNB

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

Public Sector Pension Investment Board (PSP Investments)'s AVTA Position: Q4 2023 in Review

Public Sector Pension Investment Board (PSP Investments) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 45,435 shares — an estimated $1.16M sold.

Public Sector Pension Investment Board (PSP Investments) first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $3.24M in Q2 2019. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Public Sector Pension Investment Board (PSP Investments) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Public Sector Pension Investment Board (PSP Investments) sold 45,435 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.16M.
Public Sector Pension Investment Board (PSP Investments) first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
Public Sector Pension Investment Board (PSP Investments)'s Avantax, Inc. Common Stock position peaked at $3.24M in Q2 2019.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Public Sector Pension Investment Board (PSP Investments)'s 13F filing for Q4 2023, filed 14 Feb 2024.