D.E. Shaw & Co’s Avantax, Inc. Common Stock AVTA Stock Holding History

D.E. Shaw & Co’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
2014 Q2	–	Sell	-32,800	Closed	-$646K	–	4605
2014 Q1	$646K	Hold	32,800	–	–	﹤0.01%	3391
2013 Q4	$956K	Buy	32,800 +12,700	+63%	+$343K	﹤0.01%	3208
2013 Q3	$462K	Buy	+20,100	New	+$418K	﹤0.01%	3637

Other funds holding AVTA

HNB

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

D.E. Shaw & Co's AVTA Position: Q4 2023 in Review

D.E. Shaw & Co sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 41,196 shares — an estimated $1.05M sold.

D.E. Shaw & Co first reported a position in AVTA in Q4 2013 and held it in 39 quarters. The position peaked at $26.2M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

D.E. Shaw & Co reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
D.E. Shaw & Co sold 41,196 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.05M.
D.E. Shaw & Co first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 39 quarters.
D.E. Shaw & Co's Avantax, Inc. Common Stock position peaked at $26.2M in Q2 2021.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on D.E. Shaw & Co's 13F filing for Q4 2023, filed 14 Feb 2024.