Citadel Advisors
AVTA

Citadel Advisors’s Avantax, Inc. Common Stock AVTA Stock Holding History

Citadel Advisors’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
-101,666
Closed -$2.6M – 15620
2023
Q3 		$2.6M Buy
101,666
+97,590
+2,394% +$2.31M ﹤0.01% 4746
2023
Q2 		$91.2K Sell
4,076
-2,153
-35% -$50.7K ﹤0.01% 11067
2023
Q1 		$164K Sell
6,229
-40,655
-87% -$1.1M ﹤0.01% 10490
2022
Q4 		$1.2M Buy
46,884
+28,318
+153% +$649K ﹤0.01% 6466
2022
Q3 		$359K Buy
+18,566
New +$373K ﹤0.01% 9193
2022
Q1 		– Sell
-43,255
Closed -$784K – 14917
2021
Q4 		$749K Sell
43,255
-145,406
-77% -$2.47M ﹤0.01% 8656
2021
Q3 		$2.94M Sell
188,661
-43,068
-19% -$697K ﹤0.01% 5406
2021
Q2 		$4.01M Buy
231,729
+134,674
+139% +$2.21M ﹤0.01% 4933
2021
Q1 		$1.61M Buy
97,055
+38,838
+67% +$652K ﹤0.01% 6923
2020
Q4 		$926K Sell
58,217
-136,101
-70% -$1.66M ﹤0.01% 6956
2020
Q3 		$1.83M Sell
194,318
-47,534
-20% -$526K ﹤0.01% 4882
2020
Q2 		$2.76M Buy
241,852
+100,615
+71% +$1.26M ﹤0.01% 3997
2020
Q1 		$1.7M Buy
+141,237
New +$2.72M ﹤0.01% 4403
2019
Q4 		– Sell
-465,669
Closed -$10.4M – 9944
2019
Q3 		$10.1M Buy
465,669
+353,810
+316% +$8.92M ﹤0.01% 2202
2019
Q2 		$3.4M Buy
+111,859
New +$3.68M ﹤0.01% 3663
2018
Q4 		– Sell
-41,354
Closed -$1.27M – 9933
2018
Q3 		$1.67M Buy
41,354
+34,198
+478% +$1.25M ﹤0.01% 4707
2018
Q2 		$265K Buy
+7,156
New +$231K ﹤0.01% 7420
2018
Q1 		– Sell
-12,953
Closed -$308K – 8940
2017
Q4 		$286K Buy
12,953
+4,595
+55% +$102K ﹤0.01% 6540
2017
Q3 		$211K Sell
8,358
-1,298
-13% -$29.4K ﹤0.01% 6622
2017
Q2 		$205K Sell
9,656
-42,858
-82% -$848K ﹤0.01% 6538
2017
Q1 		$909K Buy
52,514
+9,501
+22% +$149K ﹤0.01% 4149
2016
Q4 		$635K Buy
43,013
+23,909
+125% +$323K ﹤0.01% 4536
2016
Q3 		$214K Sell
19,104
-28,576
-60% -$317K ﹤0.01% 6215
2016
Q2 		$494K Buy
+47,680
New +$375K ﹤0.01% 4502
2016
Q1 		– Sell
-8,316
Closed -$58.5K – 8247
2015
Q4 		$81K Sell
8,316
-16,408
-66% -$181K ﹤0.01% 6897
2015
Q3 		$340K Buy
+24,724
New +$354K ﹤0.01% 5373
2015
Q1 		– Sell
-15,770
Closed -$220K – 8941
2014
Q4 		$218K Sell
15,770
-105,839
-87% -$1.56M ﹤0.01% 5875
2014
Q3 		$1.85M Sell
121,609
-153,714
-56% -$2.54M ﹤0.01% 2931
2014
Q2 		$5.2M Buy
275,323
+138,822
+102% +$2.61M 0.01% 1807
2014
Q1 		$2.69M Buy
136,501
+126,802
+1,307% +$2.93M ﹤0.01% 2343
2013
Q4 		$283K Sell
9,699
-21,501
-69% -$581K ﹤0.01% 4661
2013
Q3 		$717K Buy
31,200
+31,085
+27,030% +$647K ﹤0.01% 3432
2013
Q2 		$2K Buy
+115
New +$1.95K ﹤0.01% 6418

Other funds holding AVTA

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

Citadel Advisors's AVTA Position: Q4 2023 in Review

Citadel Advisors sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 101,666 shares — an estimated $2.6M sold.

Citadel Advisors first reported a position in AVTA in Q2 2013 and held it in 33 quarters. The position peaked at $10.1M in Q3 2019. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Citadel Advisors reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Citadel Advisors sold 101,666 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.6M.
  • Citadel Advisors first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 33 quarters.
  • Citadel Advisors's Avantax, Inc. Common Stock position peaked at $10.1M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Citadel Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.