Dmitry Balyasny’s Avantax, Inc. Common Stock AVTA Stock Holding History

Dmitry Balyasny’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
2022 Q1	–	Sell	-255,000	Closed	-$4.42M	–	2972
2021 Q4	$4.42M	Sell	255,000 -255,000	-50%	-$4.33M	0.02%	887
2021 Q3	$7.95M	Buy	510,000 +410,000	+410%	+$6.63M	0.03%	658
2021 Q2	$1.73M	Buy	100,000 +25,000	+33%	+$411K	0.01%	1067
2021 Q1	$1.25M	Buy	+75,000	New	+$1.26M	0.01%	1175

Other funds holding AVTA

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Dmitry Balyasny's AVTA Position: Q4 2023 in Review

Dmitry Balyasny sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 73,582 shares — an estimated $1.88M sold.

Dmitry Balyasny first reported a position in AVTA in Q4 2015 and held it in 11 quarters. The position peaked at $9.16M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Dmitry Balyasny reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Dmitry Balyasny sold 73,582 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.88M.
Dmitry Balyasny first reported a position in Avantax, Inc. Common Stock in Q4 2015 and held it in 11 quarters.
Dmitry Balyasny's Avantax, Inc. Common Stock position peaked at $9.16M in Q3 2021.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Balyasny Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.