Swiss National Bank
AVTA

Swiss National Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History

Swiss National Bank’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
-80,600
Closed -$2.06M – 2627
2023
Q3 		$2.06M Buy
80,600
+3,100
+4% +$73.5K ﹤0.01% 1820
2023
Q2 		$1.73M Buy
77,500
+700
+0.9% +$16.5K ﹤0.01% 1986
2023
Q1 		$2.02M Sell
76,800
-26,900
-26% -$730K ﹤0.01% 1834
2022
Q4 		$2.65M Buy
103,700
+2,900
+3% +$66.5K ﹤0.01% 1716
2022
Q3 		$1.95M Sell
100,800
-2,300
-2% -$46.3K ﹤0.01% 1890
2022
Q2 		$1.9M Sell
103,100
-12,100
-11% -$220K ﹤0.01% 1954
2022
Q1 		$2.25M Buy
115,200
+9,000
+8% +$163K ﹤0.01% 1963
2021
Q4 		$1.84M Hold
106,200
– – ﹤0.01% 2120
2021
Q3 		$1.66M Hold
106,200
– – ﹤0.01% 2169
2021
Q2 		$1.84M Sell
106,200
-3,600
-3% -$59.1K ﹤0.01% 2162
2021
Q1 		$1.83M Buy
109,800
+1,400
+1% +$23.5K ﹤0.01% 2053
2020
Q4 		$1.73M Hold
108,400
– – ﹤0.01% 1993
2020
Q3 		$1.02M Buy
108,400
+1,800
+2% +$19.9K ﹤0.01% 2083
2020
Q2 		$1.22M Buy
106,600
+11,700
+12% +$147K ﹤0.01% 1991
2020
Q1 		$1.14M Buy
94,900
+1,500
+2% +$28.9K ﹤0.01% 1750
2019
Q4 		$2.44M Buy
93,400
+2,600
+3% +$58.2K ﹤0.01% 1611
2019
Q3 		$1.97M Buy
90,800
+1,400
+2% +$35.3K ﹤0.01% 1662
2019
Q2 		$2.71M Buy
89,400
+6,400
+8% +$211K ﹤0.01% 1510
2019
Q1 		$2.77M Buy
83,000
+3,000
+4% +$87.4K ﹤0.01% 1454
2018
Q4 		$2.13M Buy
80,000
+2,000
+3% +$61.3K ﹤0.01% 1531
2018
Q3 		$3.14M Hold
78,000
– – ﹤0.01% 1426
2018
Q2 		$2.89M Buy
78,000
+3,600
+5% +$116K ﹤0.01% 1467
2018
Q1 		$1.83M Buy
74,400
+1,700
+2% +$40.4K ﹤0.01% 1694
2017
Q4 		$1.61M Buy
72,700
+6,800
+10% +$152K ﹤0.01% 1771
2017
Q3 		$1.67M Hold
65,900
– – ﹤0.01% 1737
2017
Q2 		$1.4M Hold
65,900
– – ﹤0.01% 1819
2017
Q1 		$1.14M Hold
65,900
– – ﹤0.01% 1943
2016
Q4 		$972K Hold
65,900
– – ﹤0.01% 2054
2016
Q3 		$738K Hold
65,900
– – ﹤0.01% 2160
2016
Q2 		$683K Hold
65,900
– – ﹤0.01% 2183
2016
Q1 		$329K Buy
65,900
+11,800
+22% +$83K ﹤0.01% 2467
2015
Q4 		$530K Hold
54,100
– – ﹤0.01% 2229
2015
Q3 		$745K Buy
54,100
+7,500
+16% +$108K ﹤0.01% 1964
2015
Q2 		$753K Hold
46,600
– – ﹤0.01% 1976
2015
Q1 		$637K Hold
46,600
– – ﹤0.01% 2037
2014
Q4 		$645K Hold
46,600
– – ﹤0.01% 2012
2014
Q3 		$710K Hold
46,600
– – ﹤0.01% 1867
2014
Q2 		$879K Hold
46,600
– – ﹤0.01% 1799
2014
Q1 		$918K Buy
46,600
+10,000
+27% +$231K ﹤0.01% 1761
2013
Q4 		$1.07M Hold
36,600
– – ﹤0.01% 1463
2013
Q3 		$841K Sell
36,600
-2,200
-6% -$45.8K ﹤0.01% 1575
2013
Q2 		$719K Buy
+38,800
New +$659K ﹤0.01% 1661

Other funds holding AVTA

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

Swiss National Bank's AVTA Position: Q4 2023 in Review

Swiss National Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 80,600 shares — an estimated $2.06M sold.

Swiss National Bank first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $3.14M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Swiss National Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Swiss National Bank sold 80,600 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.06M.
  • Swiss National Bank first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Swiss National Bank's Avantax, Inc. Common Stock position peaked at $3.14M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Swiss National Bank's 13F filing for Q4 2023, filed 6 Feb 2024.