Schroder Investment Management Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

Schroder Investment Management 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	-134,524	Closed	-$3.44M	–	1293
2023 Q3	$3.44M	Buy	134,524 +64,010	+91%	+$1.52M	0.01%	823
2023 Q2	$1.58M	Buy	+70,514	New	+$1.66M	﹤0.01%	976
2017 Q4	–	Sell	-57,035	Closed	-$1.45M	–	1395
2017 Q3	$1.45M	Sell	57,035 -71,365	-56%	-$1.62M	﹤0.01%	925
2017 Q2	$2.76M	Buy	+128,400	New	+$2.54M	0.01%	823

Other funds holding AVTA

HNB

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

Schroder Investment Management Group's AVTA Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 134,524 shares — an estimated $3.44M sold.

Schroder Investment Management Group first reported a position in AVTA in Q2 2017 and held it in 4 quarters. The position peaked at $3.44M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Schroder Investment Management Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Schroder Investment Management Group sold 134,524 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $3.44M.
Schroder Investment Management Group first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 4 quarters.
Schroder Investment Management Group's Avantax, Inc. Common Stock position peaked at $3.44M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.