Simplex Trading’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
Q3 | – | Sell |
-495
| Closed | -$11.7K | – | 10222 |
|
|
2023
Q2 | $11K | Buy |
+495
| New | +$11.7K | ﹤0.01% | 7358 |
|
|
2022
Q4 | – | Sell |
-11,163
| Closed | -$256K | – | 10826 |
|
|
2022
Q3 | $215K | Sell |
11,163
-29,105
| -72% | -$585K | ﹤0.01% | 4517 |
|
|
2022
Q2 | $743K | Buy |
40,268
+7,213
| +22% | +$131K | ﹤0.01% | 2966 |
|
|
2022
Q1 | $646K | Buy |
+33,055
| New | +$599K | ﹤0.01% | 3504 |
|
|
2021
Q4 | – | Sell |
-5,798
| Closed | -$98.4K | – | 11727 |
|
|
2021
Q3 | $100K | Sell |
5,798
-6,200
| -52% | -$100K | ﹤0.01% | 6628 |
|
|
2021
Q2 | $207K | Sell |
11,998
-15,678
| -57% | -$257K | ﹤0.01% | 5633 |
|
|
2021
Q1 | $460K | Sell |
27,676
-72
| -0.3% | -$1.21K | ﹤0.01% | 3502 |
|
|
2020
Q4 | $441K | Buy |
27,748
+9,381
| +51% | +$114K | ﹤0.01% | 3595 |
|
|
2020
Q3 | $173K | Buy |
18,367
+16,890
| +1,144% | +$187K | ﹤0.01% | 4295 |
|
|
2020
Q2 | $16K | Buy |
+1,477
| New | +$18.5K | ﹤0.01% | 6388 |
|
|
2020
Q1 | – | Sell |
-5,689
| Closed | -$110K | – | 8470 |
|
|
2019
Q4 | $148K | Buy |
+5,689
| New | +$127K | ﹤0.01% | 4083 |
|
|
2019
Q3 | – | Sell |
-3,131
| Closed | -$78.9K | – | 8071 |
|
|
2019
Q2 | $95K | Buy |
+3,131
| New | +$103K | ﹤0.01% | 4249 |
|
|
2019
Q1 | – | Sell |
-627
| Closed | -$18.3K | – | 8074 |
|
|
2018
Q4 | $16K | Buy |
+627
| New | +$19.2K | ﹤0.01% | 5538 |
|
|
2018
Q3 | – | Sell |
-3,224
| Closed | -$117K | – | 8259 |
|
|
2018
Q2 | $119K | Buy |
3,224
+2,524
| +361% | +$81.4K | ﹤0.01% | 4082 |
|
|
2018
Q1 | $17K | Sell |
700
-712
| -50% | -$16.9K | ﹤0.01% | 3531 |
|
|
2017
Q4 | $31K | Sell |
1,412
-719
| -34% | -$16K | ﹤0.01% | 2901 |
|
|
2017
Q3 | $53K | Buy |
2,131
+1,585
| +290% | +$35.9K | ﹤0.01% | 2258 |
|
|
2017
Q2 | $11K | Buy |
+546
| New | +$10.8K | ﹤0.01% | 3925 |
|
|
2016
Q2 | – | Sell |
-29,498
| Closed | -$232K | – | 6621 |
|
|
2016
Q1 | $152K | Buy |
29,498
+16,796
| +132% | +$118K | 0.01% | 1044 |
|
|
2015
Q4 | $124K | Buy |
12,702
+12,136
| +2,144% | +$134K | 0.01% | 1198 |
|
|
2015
Q3 | $7K | Buy |
+566
| New | +$8.11K | ﹤0.01% | 3771 |
|
|
2015
Q2 | – | Sell |
-1,237
| Closed | -$19.1K | – | 6026 |
|
|
2015
Q1 | $16K | Buy |
+1,237
| New | +$17.3K | ﹤0.01% | 2521 |
|
Other funds holding AVTA
Simplex Trading's AVTA Position: Q3 2023 in Review
Simplex Trading sold out of Avantax, Inc. Common Stock (AVTA) in Q3 2023, closing a stake of 495 shares — an estimated $11.7K sold.
Simplex Trading first reported a position in AVTA in Q1 2015 and held it in 22 quarters. The position peaked at $743K in Q2 2022. 161 funds tracked by Wall St. Rank hold AVTA as of Q3 2023.
- Simplex Trading reported no remaining Avantax, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
- Simplex Trading sold 495 Avantax, Inc. Common Stock shares in Q3 2023, an estimated $11.7K.
- Simplex Trading first reported a position in Avantax, Inc. Common Stock in Q1 2015 and held it in 22 quarters.
- Simplex Trading's Avantax, Inc. Common Stock position peaked at $743K in Q2 2022.
- 161 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q3 2023.
Based on Simplex Trading's 13F filing for Q3 2023, filed 1 Nov 2023.