Dark Forest Capital Management’s Avantax, Inc. Common Stock AVTA Stock Holding History

Dark Forest Capital Management’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	-14,310	Closed	-$366K	–	1182
2023 Q3	$366K	Buy	14,310 +1,293	+10%	+$30.7K	0.03%	829
2023 Q2	$291K	Buy	+13,017	New	+$307K	0.03%	818
2023 Q1	–	Sell	-19	Closed	-$485	–	1597
2022 Q4	$485	Buy	+19	New	+$435	﹤0.01%	1016

Other funds holding AVTA

HNB

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

Dark Forest Capital Management's AVTA Position: Q4 2023 in Review

Dark Forest Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 14,310 shares — an estimated $366K sold.

Dark Forest Capital Management first reported a position in AVTA in Q4 2022 and held it in 3 quarters. The position peaked at $366K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Dark Forest Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Dark Forest Capital Management sold 14,310 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $366K.
Dark Forest Capital Management first reported a position in Avantax, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
Dark Forest Capital Management's Avantax, Inc. Common Stock position peaked at $366K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Dark Forest Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.