Wolverine Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Wolverine Asset 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	-18,314	Closed	-$468K	–	2108
2023 Q3	$468K	Buy	+18,314	New	+$434K	0.01%	893
2021 Q2	–	Sell	-22,945	Closed	-$381K	–	2479
2021 Q1	$381K	Buy	+22,945	New	+$385K	﹤0.01%	1005
2017 Q1	–	Sell	-14,702	Closed	-$216K	–	1445
2016 Q4	$216K	Buy	+14,702	New	+$198K	﹤0.01%	820
2016 Q2	–	Sell	-139,311	Closed	-$1.1M	–	1377
2016 Q1	$718K	Buy	+139,311	New	+$979K	0.02%	452

Other funds holding AVTA

HNB

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

Wolverine Asset Management's AVTA Position: Q4 2023 in Review

Wolverine Asset Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 18,314 shares — an estimated $468K sold.

Wolverine Asset Management first reported a position in AVTA in Q1 2016 and held it in 4 quarters. The position peaked at $718K in Q1 2016. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Wolverine Asset Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Wolverine Asset Management sold 18,314 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $468K.
Wolverine Asset Management first reported a position in Avantax, Inc. Common Stock in Q1 2016 and held it in 4 quarters.
Wolverine Asset Management's Avantax, Inc. Common Stock position peaked at $718K in Q1 2016.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Wolverine Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.