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
Q4 | – | Sell |
-1,400
| Closed | -$35K | – | 10207 |
|
|
2023
Q3 | $35K | Buy |
1,400
+200
| +17% | +$4.74K | ﹤0.01% | 6133 |
|
|
2023
Q2 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 6521 |
|
|
2023
Q1 | $31K | Sell |
1,200
-4,200
| -78% | -$114K | ﹤0.01% | 6475 |
|
|
2022
Q4 | $137K | Buy |
5,400
+5,200
| +2,600% | +$119K | ﹤0.01% | 4697 |
|
|
2022
Q3 | $3K | Sell |
200
-24,800
| -99% | -$499K | ﹤0.01% | 9187 |
|
|
2022
Q2 | $461K | Buy |
25,000
+15,100
| +153% | +$275K | ﹤0.01% | 3529 |
|
|
2022
Q1 | $193K | Sell |
9,900
-2,200
| -18% | -$39.9K | ﹤0.01% | 5203 |
|
|
2021
Q4 | $209K | Sell |
12,100
-20,600
| -63% | -$350K | ﹤0.01% | 5127 |
|
|
2021
Q3 | $568K | Hold |
32,700
| – | – | ﹤0.01% | 3891 |
|
|
2021
Q2 | $566K | Buy |
32,700
+31,879
| +3,883% | +$524K | ﹤0.01% | 3951 |
|
|
2021
Q1 | $1.37M | Buy |
821
+706
| +614% | +$11.8K | ﹤0.01% | 2061 |
|
|
2020
Q4 | $182K | Sell |
115
-297
| -72% | -$3.63K | ﹤0.01% | 4742 |
|
|
2020
Q3 | $388K | Buy |
412
+411
| +41,100% | +$4.55K | ﹤0.01% | 3295 |
|
|
2020
Q2 | $1K | Sell |
1
-1
| -50% | -$13 | ﹤0.01% | 7439 |
|
|
2020
Q1 | $2K | Sell |
2
-1
| -33% | -$19 | ﹤0.01% | 7255 |
|
|
2019
Q4 | $7K | Sell |
3
-16
| -84% | -$358 | ﹤0.01% | 6588 |
|
|
2019
Q3 | $41K | Sell |
19
-38
| -67% | -$958 | ﹤0.01% | 5215 |
|
|
2019
Q2 | $173K | Buy |
57
+22
| +63% | +$724 | ﹤0.01% | 3613 |
|
|
2019
Q1 | $116K | Buy |
35
+4
| +13% | +$117 | ﹤0.01% | 4195 |
|
|
2018
Q4 | $82K | Sell |
31
-184
| -86% | -$5.63K | ﹤0.01% | 4043 |
|
|
2018
Q3 | $865K | Buy |
215
+16
| +8% | +$583 | ﹤0.01% | 2039 |
|
|
2018
Q2 | $736K | Buy |
199
+180
| +947% | +$5.8K | ﹤0.01% | 2072 |
|
|
2018
Q1 | $1K | Sell |
19
-39
| -67% | -$927 | ﹤0.01% | 5864 |
|
|
2017
Q4 | $11K | Sell |
58
-16
| -22% | -$357 | ﹤0.01% | 3842 |
|
|
2017
Q3 | $2K | Buy |
+74
| New | +$1.68K | ﹤0.01% | 5215 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$3K | – | 6950 |
|
|
2016
Q4 | $3K | Buy |
95
+40
| +73% | +$540 | ﹤0.01% | 4853 |
|
|
2016
Q3 | $5K | Buy |
55
+9
| +20% | +$100 | ﹤0.01% | 4350 |
|
|
2016
Q2 | $20K | Sell |
46
-277
| -86% | -$2.18K | ﹤0.01% | 2918 |
|
|
2016
Q1 | $205K | Buy |
323
+16
| +5% | +$112 | 0.02% | 867 |
|
|
2015
Q4 | $57K | Buy |
307
+270
| +730% | +$2.98K | ﹤0.01% | 1821 |
|
|
2015
Q3 | $3K | Buy |
+37
| New | +$530 | ﹤0.01% | 4456 |
|
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.