Spire Wealth Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Spire Wealth Management’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	-100	Closed	-$2.56K	–	2494
2023 Q3	$2.56K	Hold	100	–	–	﹤0.01%	2081
2023 Q2	$2.24K	Hold	100	–	–	﹤0.01%	2179
2023 Q1	$2.63K	Hold	100	–	–	﹤0.01%	2202
2022 Q4	$3K	Hold	100	–	–	﹤0.01%	2007
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	2019
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	2425
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	2434
2021 Q4	$2K	Sell	100 -100	-50%	-$1.7K	﹤0.01%	2831
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	2431
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	2450
2021 Q1	$3K	Buy	+200	New	+$3.36K	﹤0.01%	2794

Other funds holding AVTA

HNB

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

Spire Wealth Management's AVTA Position: Q4 2023 in Review

Spire Wealth Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 100 shares — an estimated $2.56K sold.

Spire Wealth Management first reported a position in AVTA in Q1 2021 and held it in 11 quarters. The position peaked at $3K in Q4 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Spire Wealth Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 100 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.56K.
Spire Wealth Management first reported a position in Avantax, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
Spire Wealth Management's Avantax, Inc. Common Stock position peaked at $3K in Q4 2022.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.