Royal Bank of Canada’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 |
-8,418
| Closed | -$215K | – | 7844 |
|
|
2023
Q3 | $215K | Buy |
8,418
+988
| +13% | +$23.4K | ﹤0.01% | 4738 |
|
|
2023
Q2 | $167K | Sell |
7,430
-4,089
| -35% | -$96.3K | ﹤0.01% | 4921 |
|
|
2023
Q1 | $303K | Sell |
11,519
-3,769
| -25% | -$102K | ﹤0.01% | 4276 |
|
|
2022
Q4 | $389K | Sell |
15,288
-952
| -6% | -$21.8K | ﹤0.01% | 4334 |
|
|
2022
Q3 | $314K | Buy |
16,240
+1,518
| +10% | +$30.5K | ﹤0.01% | 4393 |
|
|
2022
Q2 | $272K | Sell |
14,722
-2,732
| -16% | -$49.7K | ﹤0.01% | 4558 |
|
|
2022
Q1 | $341K | Sell |
17,454
-6,210
| -26% | -$113K | ﹤0.01% | 4613 |
|
|
2021
Q4 | $410K | Buy |
23,664
+3,446
| +17% | +$58.5K | ﹤0.01% | 4655 |
|
|
2021
Q3 | $314K | Buy |
20,218
+2,425
| +14% | +$39.2K | ﹤0.01% | 4739 |
|
|
2021
Q2 | $309K | Buy |
17,793
+1,438
| +9% | +$23.6K | ﹤0.01% | 4696 |
|
|
2021
Q1 | $272K | Sell |
16,355
-17,958
| -52% | -$301K | ﹤0.01% | 4695 |
|
|
2020
Q4 | $546K | Buy |
34,313
+522
| +2% | +$6.37K | ﹤0.01% | 4064 |
|
|
2020
Q3 | $318K | Buy |
33,791
+90
| +0.3% | +$996 | ﹤0.01% | 4219 |
|
|
2020
Q2 | $385K | Sell |
33,701
-724
| -2% | -$9.09K | ﹤0.01% | 3981 |
|
|
2020
Q1 | $415K | Buy |
34,425
+14,394
| +72% | +$278K | ﹤0.01% | 3778 |
|
|
2019
Q4 | $524K | Buy |
20,031
+4,341
| +28% | +$97.2K | ﹤0.01% | 3944 |
|
|
2019
Q3 | $340K | Sell |
15,690
-539
| -3% | -$13.6K | ﹤0.01% | 4093 |
|
|
2019
Q2 | $493K | Sell |
16,229
-1,136
| -7% | -$37.4K | ﹤0.01% | 3873 |
|
|
2019
Q1 | $579K | Buy |
17,365
+393
| +2% | +$11.4K | ﹤0.01% | 3640 |
|
|
2018
Q4 | $452K | Sell |
16,972
-427
| -2% | -$13.1K | ﹤0.01% | 3790 |
|
|
2018
Q3 | $701K | Buy |
17,399
+1,033
| +6% | +$37.6K | ﹤0.01% | 3662 |
|
|
2018
Q2 | $607K | Buy |
16,366
+1,025
| +7% | +$33.1K | ﹤0.01% | 3644 |
|
|
2018
Q1 | $377K | Sell |
15,341
-316
| -2% | -$7.51K | ﹤0.01% | 3902 |
|
|
2017
Q4 | $346K | Sell |
15,657
-3,506
| -18% | -$78.1K | ﹤0.01% | 4054 |
|
|
2017
Q3 | $485K | Buy |
19,163
+3,561
| +23% | +$80.6K | ﹤0.01% | 3823 |
|
|
2017
Q2 | $330K | Sell |
15,602
-13,096
| -46% | -$259K | ﹤0.01% | 4000 |
|
|
2017
Q1 | $497K | Buy |
28,698
+11,288
| +65% | +$177K | ﹤0.01% | 3638 |
|
|
2016
Q4 | $256K | Buy |
17,410
+1,876
| +12% | +$25.3K | ﹤0.01% | 4320 |
|
|
2016
Q3 | $174K | Sell |
15,534
-6,298
| -29% | -$70K | ﹤0.01% | 4527 |
|
|
2016
Q2 | $225K | Sell |
21,832
-14,399
| -40% | -$113K | ﹤0.01% | 4336 |
|
|
2016
Q1 | $187K | Buy |
36,231
+18,661
| +106% | +$131K | ﹤0.01% | 4418 |
|
|
2015
Q4 | $172K | Sell |
17,570
-12,049
| -41% | -$133K | ﹤0.01% | 4625 |
|
|
2015
Q3 | $408K | Sell |
29,619
-1,007
| -3% | -$14.4K | ﹤0.01% | 3715 |
|
|
2015
Q2 | $494K | Sell |
30,626
-5,607
| -15% | -$86.4K | ﹤0.01% | 3603 |
|
|
2015
Q1 | $494K | Sell |
36,233
-5,429
| -13% | -$75.7K | ﹤0.01% | 3517 |
|
|
2014
Q4 | $577K | Buy |
41,662
+7,323
| +21% | +$108K | ﹤0.01% | 3417 |
|
|
2014
Q3 | $523K | Sell |
34,339
-10,500
| -23% | -$174K | ﹤0.01% | 3426 |
|
|
2014
Q2 | $846K | Buy |
44,839
+16,290
| +57% | +$307K | ﹤0.01% | 2965 |
|
|
2014
Q1 | $562K | Sell |
28,549
-6,029
| -17% | -$139K | ﹤0.01% | 3261 |
|
|
2013
Q4 | $1.01M | Sell |
34,578
-6,652
| -16% | -$180K | ﹤0.01% | 2828 |
|
|
2013
Q3 | $947K | Buy |
41,230
+8,703
| +27% | +$181K | ﹤0.01% | 2802 |
|
|
2013
Q2 | $602K | Buy |
+32,527
| New | +$553K | ﹤0.01% | 2986 |
|
Other funds holding AVTA
Royal Bank of Canada's AVTA Position: Q4 2023 in Review
Royal Bank of Canada sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 8,418 shares — an estimated $215K sold.
Royal Bank of Canada first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $1.01M in Q4 2013. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Royal Bank of Canada reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Royal Bank of Canada sold 8,418 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $215K.
- Royal Bank of Canada first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
- Royal Bank of Canada's Avantax, Inc. Common Stock position peaked at $1.01M in Q4 2013.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Royal Bank of Canada's 13F filing for Q4 2023, filed 14 Feb 2024.