Yousif Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Yousif Capital 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	-20,706	Closed	-$530K	–	2008
2023 Q3	$530K	Sell	20,706 -2,110	-9%	-$50K	0.01%	1453
2023 Q2	$511K	Sell	22,816 -2,363	-9%	-$55.7K	0.01%	1483
2023 Q1	$663K	Sell	25,179 -7,680	-23%	-$209K	0.01%	1349
2022 Q4	$839K	Sell	32,859 -5,720	-15%	-$131K	0.01%	1259
2022 Q3	$746K	Sell	38,579 -566	-1%	-$11.4K	0.01%	1340
2022 Q2	$723K	Sell	39,145 -5,445	-12%	-$99K	0.01%	1391
2022 Q1	$872K	Sell	44,590 -230	-0.5%	-$4.17K	0.01%	1403
2021 Q4	$776K	Buy	+44,820	New	+$761K	0.01%	1482

Other funds holding AVTA

HNB

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

Yousif Capital Management's AVTA Position: Q4 2023 in Review

Yousif Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 20,706 shares — an estimated $530K sold.

Yousif Capital Management first reported a position in AVTA in Q4 2021 and held it in 8 quarters. The position peaked at $872K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Yousif Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Yousif Capital Management sold 20,706 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $530K.
Yousif Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2021 and held it in 8 quarters.
Yousif Capital Management's Avantax, Inc. Common Stock position peaked at $872K in Q1 2022.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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