Avantax, Inc.
AVTADelisted Nov 27, 2023- Industry
- Finance Services
- SEC CIK
- 0001068875
Avantax, Inc. was delisted on Nov 27, 2023; its insiders filed their last Form 4 on Nov 29, 2023; 161 institutions reported holding it in 13F filings for Q3 2023, worth $835.0M in total; no superinvestor held it.
Q1 2023 vs. Q4 2022
How the institutions holding Avantax, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 157 | 2 | 155 | 0 |
| Shares | 44.7M | 323.2K | 36.0M | −8.43M (−19.0%) |
| Value | $1.14B | $8.29M | $947.2M | −$186.7M (−16.5%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (30)
Institutions that held Avantax, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (30)
Institutions that held Avantax, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (2)
Institutions that held Avantax, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Rothschild & Co Asset Management US Inc. | 294,993 | $7.53M |
| Comerica Bank | 28,228 | $762.0K |