Diametric Capital’s Avantax, Inc. Common Stock AVTA Stock Holding History

Diametric Capital’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	-30,685	Closed	-$785K	–	429
2023 Q3	$785K	Buy	+30,685	New	+$728K	0.33%	89

Other funds holding AVTA

HNB

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

Diametric Capital's AVTA Position: Q4 2023 in Review

Diametric Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 30,685 shares — an estimated $785K sold.

Diametric Capital first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $785K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Diametric Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Diametric Capital sold 30,685 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $785K.
Diametric Capital first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Diametric Capital's Avantax, Inc. Common Stock position peaked at $785K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Diametric Capital's 13F filing for Q4 2023, filed 13 Feb 2024.