Quantbot Technologies’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,730
| Closed | -$121K | – | 2094 |
|
|
2023
Q3 | $121K | Buy |
+4,730
| New | +$112K | 0.01% | 1044 |
|
|
2020
Q2 | – | Sell |
-1,232
| Closed | -$14K | – | 1517 |
|
|
2020
Q1 | $14K | Buy |
+1,232
| New | +$23.8K | 0.01% | 653 |
|
|
2019
Q4 | – | Sell |
-14,030
| Closed | -$303K | – | 1676 |
|
|
2019
Q3 | $303K | Buy |
+14,030
| New | +$354K | 0.03% | 594 |
|
|
2018
Q4 | – | Sell |
-717
| Closed | -$28K | – | 1505 |
|
|
2018
Q3 | $28K | Sell |
717
-2,397
| -77% | -$87.3K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $115K | Buy |
+3,114
| New | +$100K | 0.01% | 851 |
|
|
2017
Q4 | – | Sell |
-2,142
| Closed | -$54K | – | 1547 |
|
|
2017
Q3 | $54K | Buy |
2,142
+2,057
| +2,420% | +$46.6K | 0.01% | 950 |
|
|
2017
Q2 | $1K | Buy |
+85
| New | +$1.68K | ﹤0.01% | 1070 |
|
|
2015
Q1 | – | Sell |
-14,031
| Closed | -$194K | – | 1415 |
|
|
2014
Q4 | $194K | Buy |
+14,031
| New | +$206K | 0.06% | 423 |
|
|
2014
Q3 | – | Sell |
-3,931
| Closed | -$74K | – | 1446 |
|
|
2014
Q2 | $74K | Buy |
3,931
+3,125
| +388% | +$58.8K | 0.01% | 838 |
|
|
2014
Q1 | $15K | Buy |
+806
| New | +$18.6K | ﹤0.01% | 994 |
|
Other funds holding AVTA
Quantbot Technologies's AVTA Position: Q4 2023 in Review
Quantbot Technologies sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 4,730 shares — an estimated $121K sold.
Quantbot Technologies first reported a position in AVTA in Q1 2014 and held it in 10 quarters. The position peaked at $303K in Q3 2019. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Quantbot Technologies reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Quantbot Technologies sold 4,730 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $121K.
- Quantbot Technologies first reported a position in Avantax, Inc. Common Stock in Q1 2014 and held it in 10 quarters.
- Quantbot Technologies's Avantax, Inc. Common Stock position peaked at $303K in Q3 2019.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Quantbot Technologies's 13F filing for Q4 2023, filed 14 Feb 2024.