Quadrant Capital Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Quadrant Capital 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	-42	Closed	-$1.07K	–	2812
2023 Q3	$1.07K	Buy	42 +26	+163%	+$617	﹤0.01%	2478
2023 Q2	$359	Sell	16 -151	-90%	-$3.56K	﹤0.01%	2607
2023 Q1	$4.4K	Buy	167 +151	+944%	+$4.1K	﹤0.01%	2261
2022 Q4	$408	Hold	16	–	–	﹤0.01%	2648
2022 Q3	$0	Buy	+16	New	+$322	﹤0.01%	2856

Other funds holding AVTA

HNB

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

Quadrant Capital Group's AVTA Position: Q4 2023 in Review

Quadrant Capital Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 42 shares — an estimated $1.07K sold.

Quadrant Capital Group first reported a position in AVTA in Q3 2022 and held it in 5 quarters. The position peaked at $4.4K in Q1 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Quadrant Capital Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Quadrant Capital Group sold 42 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.07K.
Quadrant Capital Group first reported a position in Avantax, Inc. Common Stock in Q3 2022 and held it in 5 quarters.
Quadrant Capital Group's Avantax, Inc. Common Stock position peaked at $4.4K in Q1 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Quadrant Capital Group's 13F filing for Q4 2023, filed 8 Feb 2024.