WAM
AVTA

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
2017
Q1 		– Sell
-44,600
Closed -$657K – 1446
2016
Q4 		$657K Buy
44,600
+9,600
+27% +$129K 0.01% 617
2016
Q3 		$391K Sell
35,000
-32,200
-48% -$358K 0.01% 741
2016
Q2 		$696K Buy
67,200
+64,555
+2,441% +$508K 0.01% 634
2016
Q1 		$609K Buy
2,645
+1,696
+179% +$11.9K 0.02% 482
2015
Q4 		$132K Buy
949
+399
+73% +$4.4K ﹤0.01% 946
2015
Q3 		$51K Buy
+550
New +$7.88K ﹤0.01% 1267
2015
Q2 		– Sell
-1,158
Closed -$15K – 2053
2015
Q1 		$15K Buy
+1,158
New +$16.1K ﹤0.01% 1493
2014
Q4 		– Sell
-250
Closed -$25K – 2568
2014
Q3 		$25K Buy
+250
New +$4.13K ﹤0.01% 1753
2014
Q1 		– Sell
-382
Closed -$1K – 2841
2013
Q4 		$1K Sell
382
-1,493
-80% -$40.3K ﹤0.01% 2621
2013
Q3 		$27K Buy
1,875
+508
+37% +$10.6K ﹤0.01% 1939
2013
Q2 		$22K Buy
+1,367
New +$23.2K ﹤0.01% 1986

Other funds holding AVTA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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.