Thrivent Financial for Lutherans
AVTA

Thrivent Financial for Lutherans’s Avantax, Inc. Common Stock AVTA Stock Holding History

Thrivent Financial for Lutherans’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
-33,628
Closed -$860K – 2567
2023
Q3 		$860K Sell
33,628
-3,286
-9% -$77.9K ﹤0.01% 1839
2023
Q2 		$826K Sell
36,914
-2,539
-6% -$59.8K ﹤0.01% 1923
2023
Q1 		$1.04M Sell
39,453
-9,664
-20% -$262K ﹤0.01% 1770
2022
Q4 		$1.25M Sell
49,117
-239
-0.5% -$5.48K ﹤0.01% 1586
2022
Q3 		$955K Buy
49,356
+2,937
+6% +$59.1K ﹤0.01% 1712
2022
Q2 		$857K Buy
46,419
+6,758
+17% +$123K ﹤0.01% 1801
2022
Q1 		$775K Buy
39,661
+13
+0% +$236 ﹤0.01% 1972
2021
Q4 		$687K Buy
39,648
+307
+0.8% +$5.21K ﹤0.01% 2061
2021
Q3 		$613K Sell
39,341
-239
-0.6% -$3.87K ﹤0.01% 2085
2021
Q2 		$685K Sell
39,580
-61
-0.2% -$1K ﹤0.01% 2061
2021
Q1 		$660K Sell
39,641
-126
-0.3% -$2.11K ﹤0.01% 2111
2020
Q4 		$633K Sell
39,767
-65
-0.2% -$793 ﹤0.01% 2021
2020
Q3 		$375K Sell
39,832
-219
-0.5% -$2.42K ﹤0.01% 2099
2020
Q2 		$457K Sell
40,051
-968
-2% -$12.2K ﹤0.01% 1949
2020
Q1 		$494K Buy
41,019
+2,048
+5% +$39.5K ﹤0.01% 1716
2019
Q4 		$1.02M Buy
38,971
+257
+0.7% +$5.75K ﹤0.01% 1471
2019
Q3 		$838K Buy
38,714
+898
+2% +$22.6K ﹤0.01% 1529
2019
Q2 		$1.15M Buy
37,816
+1,174
+3% +$38.6K ﹤0.01% 1307
2019
Q1 		$1.22M Buy
36,642
+3,073
+9% +$89.5K ﹤0.01% 1233
2018
Q4 		$894K Buy
33,569
+738
+2% +$22.6K ﹤0.01% 1227
2018
Q3 		$1.32M Buy
32,831
+602
+2% +$21.9K ﹤0.01% 1114
2018
Q2 		$1.19M Buy
32,229
+769
+2% +$24.8K ﹤0.01% 1158
2018
Q1 		$774K Buy
31,460
+3,733
+13% +$88.7K ﹤0.01% 1385
2017
Q4 		$613K Buy
27,727
+547
+2% +$12.2K ﹤0.01% 1557
2017
Q3 		$688K Buy
27,180
+3,210
+13% +$72.7K ﹤0.01% 1384
2017
Q2 		$508K Buy
23,970
+2,000
+9% +$39.6K ﹤0.01% 1502
2017
Q1 		$380K Buy
21,970
+1,230
+6% +$19.3K ﹤0.01% 1663
2016
Q4 		$306K Buy
20,740
+1,280
+7% +$17.3K ﹤0.01% 1715
2016
Q3 		$218K Sell
19,460
-180
-0.9% -$2K ﹤0.01% 1808
2016
Q2 		$203K Buy
19,640
+840
+4% +$6.61K ﹤0.01% 1795
2016
Q1 		$97K Buy
18,800
+1,220
+7% +$8.58K ﹤0.01% 1836
2015
Q4 		$172K Buy
17,580
+580
+3% +$6.4K ﹤0.01% 1778
2015
Q3 		$234K Buy
17,000
+1,000
+6% +$14.3K ﹤0.01% 1550
2015
Q2 		$258K Buy
16,000
+600
+4% +$9.24K ﹤0.01% 1490
2015
Q1 		$210K Buy
15,400
+500
+3% +$6.97K ﹤0.01% 1579
2014
Q4 		$206K Sell
14,900
-50
-0.3% -$735 ﹤0.01% 1593
2014
Q3 		$228K Sell
14,950
-550
-4% -$9.09K ﹤0.01% 1521
2014
Q2 		$292K Buy
15,500
+150
+1% +$2.83K ﹤0.01% 1409
2014
Q1 		$302K Buy
15,350
+350
+2% +$8.09K ﹤0.01% 1241
2013
Q4 		$437K Buy
15,000
+100
+0.7% +$2.7K ﹤0.01% 1049
2013
Q3 		$342K Hold
14,900
– – ﹤0.01% 1138
2013
Q2 		$276 Buy
+14,900
New +$253K ﹤0.01% 1255

Other funds holding AVTA

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

Thrivent Financial for Lutherans's AVTA Position: Q4 2023 in Review

Thrivent Financial for Lutherans sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 33,628 shares — an estimated $860K sold.

Thrivent Financial for Lutherans first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $1.32M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Thrivent Financial for Lutherans reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 33,628 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $860K.
  • Thrivent Financial for Lutherans first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Thrivent Financial for Lutherans's Avantax, Inc. Common Stock position peaked at $1.32M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2023, filed 14 Feb 2024.