Wells Fargo’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wells Fargo’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
2016 Q3	–	Sell	-80,000	Closed	-$1K	–	6399
2016 Q2	$1K	Hold	80,000	–	–	﹤0.01%	6037
2016 Q1	$42K	Buy	+80,000	New	+$562K	﹤0.01%	5284
2015 Q2	–	Sell	-250,000	Closed	-$171K	–	6566
2015 Q1	$171K	Buy	+250,000	New	+$3.49M	﹤0.01%	4500

Other funds holding AVTA

HNB

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

Wells Fargo's AVTA Position: Q4 2023 in Review

Wells Fargo sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 8,349 shares — an estimated $214K sold.

Wells Fargo first reported a position in AVTA in Q2 2013 and held it in 42 quarters. The position peaked at $13.6M in Q2 2018. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Wells Fargo reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Wells Fargo sold 8,349 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $214K.
Wells Fargo first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 42 quarters.
Wells Fargo's Avantax, Inc. Common Stock position peaked at $13.6M in Q2 2018.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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