VOYA Investment Management
AVTA

VOYA Investment Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

VOYA Investment Management’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
-23,267
Closed -$595K – 2938
2023
Q3 		$595K Sell
23,267
-4,638
-17% -$110K ﹤0.01% 1939
2023
Q2 		$625K Buy
27,905
+9,139
+49% +$215K ﹤0.01% 1957
2023
Q1 		$494K Sell
18,766
-9,350
-33% -$254K ﹤0.01% 2062
2022
Q4 		$718K Buy
28,116
+9,141
+48% +$209K ﹤0.01% 1819
2022
Q3 		$367K Hold
18,975
– – ﹤0.01% 2227
2022
Q2 		$350K Sell
18,975
-937
-5% -$17K ﹤0.01% 2070
2022
Q1 		$389K Buy
19,912
+774
+4% +$14K ﹤0.01% 2047
2021
Q4 		$331K Sell
19,138
-880
-4% -$14.9K ﹤0.01% 2252
2021
Q3 		$312K Hold
20,018
– – ﹤0.01% 2323
2021
Q2 		$347K Sell
20,018
-991
-5% -$16.3K ﹤0.01% 2304
2021
Q1 		$350K Buy
21,009
+701
+3% +$11.8K ﹤0.01% 2231
2020
Q4 		$323K Buy
20,308
+2,740
+16% +$33.4K ﹤0.01% 2157
2020
Q3 		$165K Hold
17,568
– – ﹤0.01% 2219
2020
Q2 		$201K Sell
17,568
-7,149
-29% -$89.8K ﹤0.01% 2157
2020
Q1 		$298K Buy
24,717
+1,046
+4% +$20.2K ﹤0.01% 1920
2019
Q4 		$619K Buy
23,671
+4,329
+22% +$96.9K ﹤0.01% 1764
2019
Q3 		$419K Hold
19,342
– – ﹤0.01% 1864
2019
Q2 		$587K Sell
19,342
-200
-1% -$6.58K ﹤0.01% 1669
2019
Q1 		$652K Sell
19,542
-375
-2% -$10.9K ﹤0.01% 1620
2018
Q4 		$531K Buy
19,917
+965
+5% +$29.6K ﹤0.01% 1682
2018
Q3 		$763K Hold
18,952
– – ﹤0.01% 1570
2018
Q2 		$701K Sell
18,952
-32,536
-63% -$1.05M ﹤0.01% 1597
2018
Q1 		$1.27M Sell
51,488
-575
-1% -$13.7K ﹤0.01% 1275
2017
Q4 		$1.15M Buy
52,063
+10,551
+25% +$235K ﹤0.01% 1348
2017
Q3 		$1.05M Buy
41,512
+20,804
+100% +$471K ﹤0.01% 1390
2017
Q2 		$439K Buy
20,708
+1,379
+7% +$27.3K ﹤0.01% 1923
2017
Q1 		$334K Hold
19,329
– – ﹤0.01% 1982
2016
Q4 		$285K Hold
19,329
– – ﹤0.01% 2087
2016
Q3 		$216 Hold
19,329
– – ﹤0.01% 2248
2016
Q2 		$200K Hold
19,329
– – ﹤0.01% 2268
2016
Q1 		$100K Sell
19,329
-113,492
-85% -$798K ﹤0.01% 2398
2015
Q4 		$1.3M Hold
132,821
– – ﹤0.01% 1151
2015
Q3 		$1.83M Sell
132,821
-4,105
-3% -$58.8K ﹤0.01% 1041
2015
Q2 		$2.21M Hold
136,926
– – 0.01% 1019
2015
Q1 		$1.87M Buy
136,926
+113,492
+484% +$1.58M ﹤0.01% 1118
2014
Q4 		$325K Hold
23,434
– – ﹤0.01% 2209
2014
Q3 		$357K Hold
23,434
– – ﹤0.01% 2135
2014
Q2 		$442K Hold
23,434
– – ﹤0.01% 2073
2014
Q1 		$461K Hold
23,434
– – ﹤0.01% 2034
2013
Q4 		$683K Hold
23,434
– – ﹤0.01% 1723
2013
Q3 		$539K Hold
23,434
– – ﹤0.01% 1840
2013
Q2 		$434K Buy
+23,434
New +$398K ﹤0.01% 1946

Other funds holding AVTA

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

VOYA Investment Management's AVTA Position: Q4 2023 in Review

VOYA Investment Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 23,267 shares — an estimated $595K sold.

VOYA Investment Management first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $2.21M in Q2 2015. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • VOYA Investment Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • VOYA Investment Management sold 23,267 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $595K.
  • VOYA Investment Management first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
  • VOYA Investment Management's Avantax, Inc. Common Stock position peaked at $2.21M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on VOYA Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.