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
-6,600
Closed -$169K – 15619
2023
Q3 		$169K Sell
6,600
-3,200
-33% -$75.9K ﹤0.01% 10173
2023
Q2 		$219K Sell
9,800
-18,700
-66% -$440K ﹤0.01% 9685
2023
Q1 		$750K Buy
28,500
+10,000
+54% +$272K ﹤0.01% 7412
2022
Q4 		$472K Sell
18,500
-11,200
-38% -$257K ﹤0.01% 8365
2022
Q3 		$574K Buy
29,700
+4,300
+17% +$86.5K ﹤0.01% 8162
2022
Q2 		$469K Sell
25,400
-13,000
-34% -$236K ﹤0.01% 8784
2022
Q1 		$751K Sell
38,400
-74,300
-66% -$1.35M ﹤0.01% 8398
2021
Q4 		$1.95M Sell
112,700
-47,500
-30% -$806K ﹤0.01% 6298
2021
Q3 		$2.5M Buy
160,200
+103,700
+184% +$1.68M ﹤0.01% 5809
2021
Q2 		$978K Sell
56,500
-6,300
-10% -$103K ﹤0.01% 8424
2021
Q1 		$1.04M Buy
62,800
+41,900
+200% +$703K ﹤0.01% 8003
2020
Q4 		$333K Sell
20,900
-24,800
-54% -$303K ﹤0.01% 8888
2020
Q3 		$430K Buy
45,700
+9,600
+27% +$106K ﹤0.01% 7544
2020
Q2 		$412K Buy
36,100
+16,100
+81% +$202K ﹤0.01% 7415
2020
Q1 		$241K Buy
20,000
+10,600
+113% +$204K ﹤0.01% 7696
2019
Q4 		$246K Buy
+9,400
New +$211K ﹤0.01% 7880
2019
Q3 		– Sell
-13,400
Closed -$407K – 9915
2019
Q2 		$407K Sell
13,400
-59,100
-82% -$1.95M ﹤0.01% 7124
2019
Q1 		$2.42M Buy
72,500
+62,200
+604% +$1.81M ﹤0.01% 4139
2018
Q4 		$274K Sell
10,300
-8,500
-45% -$260K ﹤0.01% 7423
2018
Q3 		$757K Buy
18,800
+10,200
+119% +$371K ﹤0.01% 6017
2018
Q2 		$318K Buy
+8,600
New +$277K ﹤0.01% 7115
2017
Q4 		– Sell
-16,400
Closed -$415K – 8560
2017
Q3 		$415K Sell
16,400
-5,800
-26% -$131K ﹤0.01% 5590
2017
Q2 		$471K Buy
22,200
+10,500
+90% +$208K ﹤0.01% 5203
2017
Q1 		$202K Buy
+11,700
New +$183K ﹤0.01% 6521
2016
Q4 		– Sell
-54,800
Closed -$614K – 8005
2016
Q3 		$614K Buy
54,800
+4,000
+8% +$44.4K ﹤0.01% 4534
2016
Q2 		$526K Buy
+50,800
New +$400K ﹤0.01% 4414
2016
Q1 		– Sell
-400
Closed -$4K – 8246
2015
Q4 		$4K Sell
400
-11,600
-97% -$128K ﹤0.01% 8499
2015
Q3 		$165K Buy
12,000
+1,000
+9% +$14.3K ﹤0.01% 6388
2015
Q2 		$178K Sell
11,000
-13,900
-56% -$214K ﹤0.01% 6467
2015
Q1 		$340K Buy
24,900
+22,200
+822% +$310K ﹤0.01% 5470
2014
Q4 		$37K Sell
2,700
-8,900
-77% -$131K ﹤0.01% 7413
2014
Q3 		$177K Sell
11,600
-28,500
-71% -$471K ﹤0.01% 5848
2014
Q2 		$757K Buy
40,100
+22,300
+125% +$420K ﹤0.01% 3854
2014
Q1 		$350K Sell
17,800
-5,000
-22% -$116K ﹤0.01% 4832
2013
Q4 		$665K Buy
22,800
+8,300
+57% +$224K ﹤0.01% 3678
2013
Q3 		$333K Buy
14,500
+6,500
+81% +$135K ﹤0.01% 4239
2013
Q2 		$148K Buy
+8,000
New +$136K ﹤0.01% 4915

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.