TRCT
AVTA

Tower Research Capital (TRC)’s Avantax, Inc. Common Stock AVTA Stock Holding History

Tower Research Capital (TRC)’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
-2,691
Closed -$68.8K – 6323
2023
Q3 		$68.8K Sell
2,691
-2,245
-45% -$53.2K ﹤0.01% 2276
2023
Q2 		$110K Buy
4,936
+3,229
+189% +$76.1K ﹤0.01% 1956
2023
Q1 		$45K Buy
1,707
+1,079
+172% +$29.3K ﹤0.01% 2602
2022
Q4 		$16K Sell
628
-8,848
-93% -$203K ﹤0.01% 3391
2022
Q3 		$183K Buy
9,476
+7,710
+437% +$155K ﹤0.01% 2023
2022
Q2 		$33K Buy
1,766
+1,146
+185% +$20.8K ﹤0.01% 3288
2022
Q1 		$12K Sell
620
-1,678
-73% -$30.4K ﹤0.01% 4118
2021
Q4 		$40K Sell
2,298
-12,828
-85% -$218K ﹤0.01% 2958
2021
Q3 		$236K Buy
15,126
+3,277
+28% +$53K 0.01% 1660
2021
Q2 		$205K Buy
11,849
+8,512
+255% +$140K 0.01% 1905
2021
Q1 		$56K Sell
3,337
-1,163
-26% -$19.5K ﹤0.01% 3037
2020
Q4 		$72K Sell
4,500
-54,260
-92% -$662K ﹤0.01% 2699
2020
Q3 		$553K Buy
58,760
+48,689
+483% +$539K 0.01% 1572
2020
Q2 		$115K Buy
+10,071
New +$126K ﹤0.01% 2336
2020
Q1 		– Sell
-78
Closed -$2K – 4138
2019
Q4 		$2K Sell
78
-613
-89% -$13.7K ﹤0.01% 3145
2019
Q3 		$15K Sell
691
-16
-2% -$403 ﹤0.01% 2693
2019
Q2 		$21K Buy
+707
New +$23.3K ﹤0.01% 2159
2019
Q1 		– Sell
-153
Closed -$4K – 4437
2018
Q4 		$4K Sell
153
-4,293
-97% -$131K ﹤0.01% 3094
2018
Q3 		$179K Sell
4,446
-1,958
-31% -$71.3K 0.01% 1031
2018
Q2 		$237K Buy
+6,404
New +$207K 0.01% 1001
2017
Q4 		– Sell
-4,320
Closed -$110K – 4158
2017
Q3 		$110K Buy
4,320
+4,119
+2,049% +$93.3K 0.01% 1268
2017
Q2 		$4K Sell
201
-935
-82% -$18.5K ﹤0.01% 2141
2017
Q1 		$20K Buy
1,136
+313
+38% +$4.9K ﹤0.01% 1312
2016
Q4 		$12K Sell
823
-238
-22% -$3.21K ﹤0.01% 2553
2016
Q3 		$12K Sell
1,061
-1,172
-52% -$13K ﹤0.01% 1958
2016
Q2 		$23K Sell
2,233
-6,279
-74% -$49.4K ﹤0.01% 2129
2016
Q1 		$44K Buy
8,512
+7,750
+1,017% +$54.5K 0.01% 852
2015
Q4 		$7K Buy
+762
New +$8.41K ﹤0.01% 2644
2015
Q3 		– Sell
-353
Closed -$6K – 4973
2015
Q2 		$6K Sell
353
-2,575
-88% -$39.7K ﹤0.01% 3163
2015
Q1 		$40K Buy
2,928
+2,851
+3,703% +$39.8K ﹤0.01% 1661
2014
Q4 		$1K Sell
77
-34
-31% -$500 ﹤0.01% 3759
2014
Q3 		$2K Sell
111
-12
-10% -$198 ﹤0.01% 3899
2014
Q2 		$2K Buy
123
+102
+486% +$1.92K ﹤0.01% 3484
2014
Q1 		$0 Sell
21
-975
-98% -$22.5K ﹤0.01% 5057
2013
Q4 		$29K Sell
996
-4,268
-81% -$115K ﹤0.01% 1932
2013
Q3 		$121K Buy
+5,264
New +$110K 0.01% 1123

Other funds holding AVTA

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

Tower Research Capital (TRC)'s AVTA Position: Q4 2023 in Review

Tower Research Capital (TRC) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 2,691 shares — an estimated $68.8K sold.

Tower Research Capital (TRC) first reported a position in AVTA in Q3 2013 and held it in 36 quarters. The position peaked at $553K in Q3 2020. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Tower Research Capital (TRC) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2,691 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $68.8K.
  • Tower Research Capital (TRC) first reported a position in Avantax, Inc. Common Stock in Q3 2013 and held it in 36 quarters.
  • Tower Research Capital (TRC)'s Avantax, Inc. Common Stock position peaked at $553K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2023, filed 13 Feb 2024.