Versor Investments’s Avantax, Inc. Common Stock AVTA Stock Holding History

Versor Investments’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	-223,676	Closed	-$5.72M	–	902
2023 Q3	$5.72M	Buy	223,676 +203,306	+998%	+$4.82M	1.16%	11
2023 Q2	$456K	Sell	20,370 -9,630	-32%	-$227K	0.08%	293
2023 Q1	$790K	Buy	+30,000	New	+$815K	0.1%	178

Other funds holding AVTA

HNB

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

Versor Investments's AVTA Position: Q4 2023 in Review

Versor Investments sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 223,676 shares — an estimated $5.72M sold.

Versor Investments first reported a position in AVTA in Q1 2023 and held it in 3 quarters. The position peaked at $5.72M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Versor Investments reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Versor Investments sold 223,676 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $5.72M.
Versor Investments first reported a position in Avantax, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
Versor Investments's Avantax, Inc. Common Stock position peaked at $5.72M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Versor Investments's 13F filing for Q4 2023, filed 7 Feb 2024.