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

Glazer Capital LLC’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	-475,741	Closed	-$12.2M	–	183
2023 Q3	$12.2M	Buy	+475,741	New	+$11.3M	0.79%	26

Other funds holding AVTA

HNB

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

Glazer Capital LLC's AVTA Position: Q4 2023 in Review

Glazer Capital LLC sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 475,741 shares — an estimated $12.2M sold.

Glazer Capital LLC first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $12.2M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Glazer Capital LLC reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Glazer Capital LLC sold 475,741 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $12.2M.
Glazer Capital LLC first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Glazer Capital LLC's Avantax, Inc. Common Stock position peaked at $12.2M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Glazer Capital LLC's 13F filing for Q4 2023, filed 14 Feb 2024.