Virtu Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

Virtu Financial’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	-67,643	Closed	-$1.73M	–	2223
2023 Q3	$1.73M	Buy	+67,643	New	+$1.6M	0.17%	103
2021 Q1	–	Sell	-21,755	Closed	-$346K	–	2179
2020 Q4	$346K	Buy	+21,755	New	+$265K	0.04%	575
2017 Q4	–	Sell	-20,066	Closed	-$508K	–	3167
2017 Q3	$508K	Buy	+20,066	New	+$454K	0.03%	922

Other funds holding AVTA

HNB

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

Virtu Financial's AVTA Position: Q4 2023 in Review

Virtu Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 67,643 shares — an estimated $1.73M sold.

Virtu Financial first reported a position in AVTA in Q3 2017 and held it in 3 quarters. The position peaked at $1.73M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Virtu Financial reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Virtu Financial sold 67,643 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.73M.
Virtu Financial first reported a position in Avantax, Inc. Common Stock in Q3 2017 and held it in 3 quarters.
Virtu Financial's Avantax, Inc. Common Stock position peaked at $1.73M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Virtu Financial's 13F filing for Q4 2023, filed 26 Feb 2024.