Vanguard Group
AVTA

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

Vanguard 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
2023
Q4 		– Sell
-4,082,841
Closed -$104M – 4550
2023
Q3 		$104M Sell
4,082,841
-198,677
-5% -$4.71M ﹤0.01% 1788
2023
Q2 		$95.8M Sell
4,281,518
-282,789
-6% -$6.66M ﹤0.01% 1883
2023
Q1 		$120M Sell
4,564,307
-728,156
-14% -$19.8M ﹤0.01% 1735
2022
Q4 		$135M Buy
5,292,463
+75,919
+1% +$1.74M ﹤0.01% 1634
2022
Q3 		$101M Buy
5,216,544
+155,304
+3% +$3.12M ﹤0.01% 1777
2022
Q2 		$93.4M Sell
5,061,240
-31,197
-0.6% -$567K ﹤0.01% 1867
2022
Q1 		$99.6M Buy
5,092,437
+86,278
+2% +$1.56M ﹤0.01% 1941
2021
Q4 		$86.7M Buy
5,006,159
+67,865
+1% +$1.15M ﹤0.01% 2063
2021
Q3 		$77M Sell
4,938,294
-39,242
-0.8% -$635K ﹤0.01% 2133
2021
Q2 		$86.2M Buy
4,977,536
+97,599
+2% +$1.6M ﹤0.01% 2067
2021
Q1 		$81.2M Buy
4,879,937
+96,351
+2% +$1.62M ﹤0.01% 2065
2020
Q4 		$76.1M Buy
4,783,586
+90,147
+2% +$1.1M ﹤0.01% 1975
2020
Q3 		$44.2M Sell
4,693,439
-264,791
-5% -$2.93M ﹤0.01% 2076
2020
Q2 		$56.6M Sell
4,958,230
-280,644
-5% -$3.52M ﹤0.01% 1947
2020
Q1 		$63.1M Buy
5,238,874
+93,572
+2% +$1.8M ﹤0.01% 1755
2019
Q4 		$134M Buy
5,145,302
+126,949
+3% +$2.84M ﹤0.01% 1610
2019
Q3 		$109M Buy
5,018,353
+100,617
+2% +$2.54M ﹤0.01% 1676
2019
Q2 		$149M Buy
4,917,736
+35,410
+0.7% +$1.17M 0.01% 1532
2019
Q1 		$163M Sell
4,882,326
-172,382
-3% -$5.02M 0.01% 1466
2018
Q4 		$135M Buy
5,054,708
+269,667
+6% +$8.26M 0.01% 1497
2018
Q3 		$193M Buy
4,785,041
+142,023
+3% +$5.17M 0.01% 1415
2018
Q2 		$172M Sell
4,643,018
-786,714
-14% -$25.4M 0.01% 1454
2018
Q1 		$134M Sell
5,429,732
-115,102
-2% -$2.74M 0.01% 1548
2017
Q4 		$123M Buy
5,544,834
+357,729
+7% +$7.97M 0.01% 1613
2017
Q3 		$131M Buy
5,187,105
+557,483
+12% +$12.6M 0.01% 1545
2017
Q2 		$98.1M Buy
4,629,622
+1,013,363
+28% +$20.1M ﹤0.01% 1685
2017
Q1 		$62.6M Buy
3,616,259
+268,209
+8% +$4.2M ﹤0.01% 1890
2016
Q4 		$49.4M Buy
3,348,050
+72,803
+2% +$982K ﹤0.01% 1983
2016
Q3 		$36.7M Buy
3,275,247
+125,202
+4% +$1.39M ﹤0.01% 2077
2016
Q2 		$32.6M Buy
3,150,045
+227,979
+8% +$1.79M ﹤0.01% 2101
2016
Q1 		$15.1M Sell
2,922,066
-102,905
-3% -$723K ﹤0.01% 2407
2015
Q4 		$29.6M Buy
3,024,971
+83,173
+3% +$918K ﹤0.01% 2132
2015
Q3 		$40.5M Buy
2,941,798
+67,254
+2% +$964K ﹤0.01% 1969
2015
Q2 		$46.4M Buy
2,874,544
+114,287
+4% +$1.76M ﹤0.01% 1982
2015
Q1 		$37.7M Buy
2,760,257
+56,986
+2% +$795K ﹤0.01% 2042
2014
Q4 		$37.4M Buy
2,703,271
+35,960
+1% +$529K ﹤0.01% 1982
2014
Q3 		$40.6M Sell
2,667,311
-54,511
-2% -$901K ﹤0.01% 1905
2014
Q2 		$51.4M Sell
2,721,822
-12,504
-0.5% -$235K ﹤0.01% 1820
2014
Q1 		$53.8M Buy
2,734,326
+223,457
+9% +$5.17M ﹤0.01% 1766
2013
Q4 		$73.2M Buy
2,510,869
+81,963
+3% +$2.21M 0.01% 1529
2013
Q3 		$55.8M Buy
2,428,906
+66,698
+3% +$1.39M 0.01% 1650
2013
Q2 		$43.8M Buy
+2,362,208
New +$40.1M ﹤0.01% 1713

Other funds holding AVTA

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

Vanguard Group's AVTA Position: Q4 2023 in Review

Vanguard Group sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 4,082,841 shares — an estimated $104M sold.

Vanguard Group first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $193M in Q3 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Vanguard Group reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Vanguard Group sold 4,082,841 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $104M.
  • Vanguard Group first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • Vanguard Group's Avantax, Inc. Common Stock position peaked at $193M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Vanguard Group's 13F filing for Q4 2023, filed 14 Feb 2024.