State of Wyoming’s Avantax, Inc. Common Stock AVTA Stock Holding History

State of Wyoming’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	-11,283	Closed	-$289K	–	1873
2023 Q3	$289K	Buy	11,283 +4,367	+63%	+$104K	0.06%	244
2023 Q2	$155K	Sell	6,916 -6,537	-49%	-$154K	0.05%	542
2023 Q1	$354K	Sell	13,453 -5,032	-27%	-$137K	0.11%	99
2022 Q4	$472K	Buy	18,485 +1,442	+8%	+$33K	0.16%	42
2022 Q3	$329K	Buy	17,043 +5,935	+53%	+$119K	0.16%	67
2022 Q2	$205K	Buy	11,108 +4,236	+62%	+$77K	0.13%	142
2022 Q1	$134K	Sell	6,872 -6,803	-50%	-$123K	0.07%	403
2021 Q4	$237K	Buy	13,675 +8,621	+171%	+$146K	0.11%	164
2021 Q3	$79K	Buy	5,054 +368	+8%	+$5.95K	0.05%	564
2021 Q2	$81K	Buy	+4,686	New	+$77K	0.05%	547

Other funds holding AVTA

HNB

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

State of Wyoming's AVTA Position: Q4 2023 in Review

State of Wyoming sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 11,283 shares — an estimated $289K sold.

State of Wyoming first reported a position in AVTA in Q2 2021 and held it in 10 quarters. The position peaked at $472K in Q4 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

State of Wyoming reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
State of Wyoming sold 11,283 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $289K.
State of Wyoming first reported a position in Avantax, Inc. Common Stock in Q2 2021 and held it in 10 quarters.
State of Wyoming's Avantax, Inc. Common Stock position peaked at $472K in Q4 2022.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on State of Wyoming's 13F filing for Q4 2023, filed 15 Feb 2024.