UBS Group
AVTA

UBS Group’s Avantax, Inc. Common Stock AVTA Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-100
Closed -$1K – 9533
2014
Q4 		$1K Buy
+100
New +$1.47K ﹤0.01% 9566

Other funds holding AVTA

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

UBS Group's AVTA Position: Q4 2023 in Review

UBS Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 260,180 shares — an estimated $6.66M sold.

UBS Group first reported a position in AVTA in Q4 2014 and held it in 36 quarters. The position peaked at $8.9M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • UBS Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 260,180 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $6.66M.
  • UBS Group first reported a position in Avantax, Inc. Common Stock in Q4 2014 and held it in 36 quarters.
  • UBS Group's Avantax, Inc. Common Stock position peaked at $8.9M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.