Zurich Cantonal Bank’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,772
| Closed | -$250K | – | 2805 |
|
|
2023
Q3 | $250K | Hold |
9,772
| – | – | ﹤0.01% | 1834 |
|
|
2023
Q2 | $219K | Buy |
9,772
+1,557
| +19% | +$36.7K | ﹤0.01% | 1877 |
|
|
2023
Q1 | $216K | Hold |
8,215
| – | – | ﹤0.01% | 1815 |
|
|
2022
Q4 | $210K | Buy |
8,215
+2,061
| +33% | +$47.2K | ﹤0.01% | 1795 |
|
|
2022
Q3 | $119K | Hold |
6,154
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q2 | $114K | Hold |
6,154
| – | – | ﹤0.01% | 2150 |
|
|
2022
Q1 | $120K | Hold |
6,154
| – | – | ﹤0.01% | 2202 |
|
|
2021
Q4 | $107K | Hold |
6,154
| – | – | ﹤0.01% | 2482 |
|
|
2021
Q3 | $96K | Hold |
6,154
| – | – | ﹤0.01% | 2365 |
|
|
2021
Q2 | $107K | Hold |
6,154
| – | – | ﹤0.01% | 2191 |
|
|
2021
Q1 | $102K | Buy |
6,154
+211
| +4% | +$3.54K | ﹤0.01% | 2152 |
|
|
2020
Q4 | $95K | Buy |
5,943
+3,133
| +111% | +$38.2K | ﹤0.01% | 2234 |
|
|
2020
Q3 | $26K | Hold |
2,810
| – | – | ﹤0.01% | 2440 |
|
|
2020
Q2 | $32K | Hold |
2,810
| – | – | ﹤0.01% | 2349 |
|
|
2020
Q1 | $34K | Hold |
2,810
| – | – | ﹤0.01% | 2130 |
|
|
2019
Q4 | $73K | Hold |
2,810
| – | – | ﹤0.01% | 1925 |
|
|
2019
Q3 | $61K | Hold |
2,810
| – | – | ﹤0.01% | 1893 |
|
|
2019
Q2 | $85K | Hold |
2,810
| – | – | ﹤0.01% | 1717 |
|
|
2019
Q1 | $94K | Sell |
2,810
-565
| -17% | -$16.5K | ﹤0.01% | 1620 |
|
|
2018
Q4 | $90K | Buy |
3,375
+650
| +24% | +$19.9K | ﹤0.01% | 1666 |
|
|
2018
Q3 | $110K | Buy |
2,725
+570
| +26% | +$20.8K | ﹤0.01% | 1653 |
|
|
2018
Q2 | $80K | Hold |
2,155
| – | – | ﹤0.01% | 1799 |
|
|
2018
Q1 | $53K | Hold |
2,155
| – | – | ﹤0.01% | 2038 |
|
|
2017
Q4 | $48K | Buy |
2,155
+1,050
| +95% | +$23.4K | ﹤0.01% | 2103 |
|
|
2017
Q3 | $28K | Hold |
1,105
| – | – | ﹤0.01% | 2127 |
|
|
2017
Q2 | $23K | Buy |
1,105
+552
| +100% | +$10.9K | ﹤0.01% | 2203 |
|
|
2017
Q1 | $10K | Hold |
553
| – | – | ﹤0.01% | 2480 |
|
|
2016
Q4 | $8K | Hold |
553
| – | – | ﹤0.01% | 2489 |
|
|
2016
Q3 | $6K | Hold |
553
| – | – | ﹤0.01% | 2509 |
|
|
2016
Q2 | $6K | Hold |
553
| – | – | ﹤0.01% | 2484 |
|
|
2016
Q1 | $3K | Hold |
553
| – | – | ﹤0.01% | 2547 |
|
|
2015
Q4 | $5K | Hold |
553
| – | – | ﹤0.01% | 2523 |
|
|
2015
Q3 | $8K | Buy |
+553
| New | +$7.93K | ﹤0.01% | 2242 |
|
Other funds holding AVTA
Zurich Cantonal Bank's AVTA Position: Q4 2023 in Review
Zurich Cantonal Bank sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 9,772 shares — an estimated $250K sold.
Zurich Cantonal Bank first reported a position in AVTA in Q3 2015 and held it in 33 quarters. The position peaked at $250K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Zurich Cantonal Bank reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Zurich Cantonal Bank sold 9,772 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $250K.
- Zurich Cantonal Bank first reported a position in Avantax, Inc. Common Stock in Q3 2015 and held it in 33 quarters.
- Zurich Cantonal Bank's Avantax, Inc. Common Stock position peaked at $250K in Q3 2023.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.