D.E. Shaw & Co
AVTA

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
-40,400
Closed -$795K – 4607
2014
Q1 		$795K Sell
40,400
-11,100
-22% -$257K ﹤0.01% 3231
2013
Q4 		$1.5M Buy
+51,500
New +$1.39M ﹤0.01% 2792

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.