Qube Research & Technologies (QRT)
AVTA

Qube Research & Technologies (QRT)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Qube Research & Technologies (QRT)’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
-285,562
Closed -$7.3M – 4896
2023
Q3 		$7.3M Buy
285,562
+96,386
+51% +$2.29M 0.02% 766
2023
Q2 		$4.23M Buy
189,176
+31,443
+20% +$741K 0.02% 746
2023
Q1 		$4.15M Buy
+157,733
New +$4.28M 0.02% 727
2022
Q4 		– Sell
-15,138
Closed -$293K – 3143
2022
Q3 		$293K Buy
+15,138
New +$304K ﹤0.01% 1631
2020
Q1 		– Sell
-10,321
Closed -$270K – 1787
2019
Q4 		$270K Buy
+10,321
New +$231K 0.01% 1267

Other funds holding AVTA

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

Qube Research & Technologies (QRT)'s AVTA Position: Q4 2023 in Review

Qube Research & Technologies (QRT) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 285,562 shares — an estimated $7.3M sold.

Qube Research & Technologies (QRT) first reported a position in AVTA in Q4 2019 and held it in 5 quarters. The position peaked at $7.3M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Qube Research & Technologies (QRT) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 285,562 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $7.3M.
  • Qube Research & Technologies (QRT) first reported a position in Avantax, Inc. Common Stock in Q4 2019 and held it in 5 quarters.
  • Qube Research & Technologies (QRT)'s Avantax, Inc. Common Stock position peaked at $7.3M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q4 2023, filed 13 Feb 2024.