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
Q2 | – | Sell |
-18,600
| Closed | -$489K | – | 10283 |
|
|
2023
Q1 | $489K | Sell |
18,600
-62,200
| -77% | -$1.69M | ﹤0.01% | 3290 |
|
|
2022
Q4 | $2.06M | Buy |
80,800
+30,700
| +61% | +$703K | ﹤0.01% | 1843 |
|
|
2022
Q3 | $968K | Buy |
50,100
+45,100
| +902% | +$907K | ﹤0.01% | 2678 |
|
|
2022
Q2 | $92K | Sell |
5,000
-23,700
| -83% | -$431K | ﹤0.01% | 5680 |
|
|
2022
Q1 | $561K | Sell |
28,700
-33,200
| -54% | -$602K | ﹤0.01% | 3699 |
|
|
2021
Q4 | $1.07M | Buy |
61,900
+13,700
| +28% | +$233K | ﹤0.01% | 2762 |
|
|
2021
Q3 | $837K | Hold |
48,200
| – | – | ﹤0.01% | 3337 |
|
|
2021
Q2 | $834K | Buy |
48,200
+47,701
| +9,559% | +$783K | ﹤0.01% | 3397 |
|
|
2021
Q1 | $830K | Buy |
499
+477
| +2,168% | +$8K | ﹤0.01% | 2644 |
|
|
2020
Q4 | $35K | Sell |
22
-13
| -37% | -$159 | ﹤0.01% | 6548 |
|
|
2020
Q3 | $32K | Sell |
35
-70
| -67% | -$774 | ﹤0.01% | 6024 |
|
|
2020
Q2 | $119K | Buy |
105
+76
| +262% | +$954 | ﹤0.01% | 4622 |
|
|
2020
Q1 | $34K | Buy |
29
+19
| +190% | +$366 | ﹤0.01% | 5531 |
|
|
2019
Q4 | $26K | Buy |
10
+6
| +150% | +$134 | ﹤0.01% | 5770 |
|
|
2019
Q3 | $8K | Sell |
4
-27
| -87% | -$681 | ﹤0.01% | 6398 |
|
|
2019
Q2 | $94K | Buy |
31
+7
| +29% | +$230 | ﹤0.01% | 4256 |
|
|
2019
Q1 | $80K | Buy |
24
+18
| +300% | +$524 | ﹤0.01% | 4584 |
|
|
2018
Q4 | $15K | Sell |
6
-2
| -25% | -$61 | ﹤0.01% | 5588 |
|
|
2018
Q3 | $32K | Buy |
8
+7
| +700% | +$255 | ﹤0.01% | 5599 |
|
|
2018
Q2 | $3K | Buy |
+1
| New | +$32 | ﹤0.01% | 6970 |
|
|
2017
Q4 | – | Sell |
-37
| Closed | -$5K | – | 6897 |
|
|
2017
Q3 | $5K | Sell |
37
-15
| -29% | -$340 | ﹤0.01% | 4452 |
|
|
2017
Q2 | $6K | Sell |
52
-12
| -19% | -$238 | ﹤0.01% | 4489 |
|
|
2017
Q1 | $3K | Sell |
64
-174
| -73% | -$2.73K | ﹤0.01% | 5099 |
|
|
2016
Q4 | $6K | Sell |
238
-328
| -58% | -$4.42K | ﹤0.01% | 4248 |
|
|
2016
Q3 | $65K | Buy |
566
+160
| +39% | +$1.78K | ﹤0.01% | 1897 |
|
|
2016
Q2 | $51K | Buy |
+406
| New | +$3.19K | ﹤0.01% | 2041 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | -$6K | – | 6364 |
|
|
2015
Q2 | $6K | Sell |
8
-2
| -20% | -$31 | ﹤0.01% | 3560 |
|
|
2015
Q1 | $1K | Buy |
+10
| New | +$139 | ﹤0.01% | 4667 |
|
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.