Jeff Yass’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-39,546
| Closed | -$1.01M | – | 13649 |
|
|
2023
Q3 | $1.01M | Buy |
39,546
+1,274
| +3% | +$30.2K | ﹤0.01% | 6609 |
|
|
2023
Q2 | $857K | Buy |
38,272
+15,061
| +65% | +$355K | ﹤0.01% | 7046 |
|
|
2023
Q1 | $611K | Buy |
23,211
+8,460
| +57% | +$230K | ﹤0.01% | 8080 |
|
|
2022
Q4 | $377K | Sell |
14,751
-11,183
| -43% | -$256K | ﹤0.01% | 8547 |
|
|
2022
Q3 | $502K | Buy |
25,934
+4,838
| +23% | +$97.3K | ﹤0.01% | 8484 |
|
|
2022
Q2 | $389K | Buy |
+21,096
| New | +$384K | ﹤0.01% | 8864 |
|
|
2021
Q3 | – | Sell |
-25,318
| Closed | -$410K | – | 13811 |
|
|
2021
Q2 | $438K | Sell |
25,318
-125,141
| -83% | -$2.06M | ﹤0.01% | 9911 |
|
|
2021
Q1 | $2.5M | Buy |
150,459
+30,663
| +26% | +$514K | ﹤0.01% | 5375 |
|
|
2020
Q4 | $1.91M | Buy |
119,796
+20,900
| +21% | +$255K | ﹤0.01% | 5205 |
|
|
2020
Q3 | $932K | Buy |
98,896
+56,463
| +133% | +$625K | ﹤0.01% | 6276 |
|
|
2020
Q2 | $485K | Buy |
42,433
+29,048
| +217% | +$365K | ﹤0.01% | 7430 |
|
|
2020
Q1 | $161K | Buy |
+13,385
| New | +$258K | ﹤0.01% | 8926 |
|
|
2019
Q4 | – | Sell |
-40,951
| Closed | -$917K | – | 10883 |
|
|
2019
Q3 | $886K | Buy |
40,951
+16,934
| +71% | +$427K | ﹤0.01% | 5942 |
|
|
2019
Q2 | $729K | Buy |
+24,017
| New | +$790K | ﹤0.01% | 6421 |
|
|
2019
Q1 | – | Sell |
-32,097
| Closed | -$935K | – | 10098 |
|
|
2018
Q4 | $855K | Buy |
+32,097
| New | +$983K | ﹤0.01% | 4984 |
|
|
2018
Q3 | – | Sell |
-5,797
| Closed | -$211K | – | 10482 |
|
|
2018
Q2 | $214K | Buy |
+5,797
| New | +$187K | ﹤0.01% | 8492 |
|
|
2018
Q1 | – | Sell |
-26,557
| Closed | -$631K | – | 10400 |
|
|
2017
Q4 | $587K | Buy |
+26,557
| New | +$592K | ﹤0.01% | 6343 |
|
|
2017
Q1 | – | Sell |
-33,496
| Closed | -$525K | – | 10230 |
|
|
2016
Q4 | $494K | Buy |
+33,496
| New | +$452K | ﹤0.01% | 7026 |
|
|
2016
Q1 | – | Sell |
-29,239
| Closed | -$206K | – | 9843 |
|
|
2015
Q4 | $286K | Sell |
29,239
-23,929
| -45% | -$264K | ﹤0.01% | 7779 |
|
|
2015
Q3 | $732K | Sell |
53,168
-22,591
| -30% | -$324K | ﹤0.01% | 6368 |
|
|
2015
Q2 | $1.22M | Buy |
75,759
+61,114
| +417% | +$941K | ﹤0.01% | 5766 |
|
|
2015
Q1 | $200K | Sell |
14,645
-77,111
| -84% | -$1.08M | ﹤0.01% | 8636 |
|
|
2014
Q4 | $1.27M | Buy |
+91,756
| New | +$1.35M | ﹤0.01% | 5389 |
|
|
2014
Q3 | – | Sell |
-10,655
| Closed | -$176K | – | 10063 |
|
|
2014
Q2 | $201K | Buy |
+10,655
| New | +$201K | ﹤0.01% | 9061 |
|
|
2014
Q1 | – | Sell |
-10,167
| Closed | -$235K | – | 9553 |
|
|
2013
Q4 | $296K | Buy |
+10,167
| New | +$275K | ﹤0.01% | 7597 |
|
Other funds holding AVTA
Jeff Yass's AVTA Position: Q4 2023 in Review
Jeff Yass sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 39,546 shares — an estimated $1.01M sold.
Jeff Yass first reported a position in AVTA in Q4 2013 and held it in 25 quarters. The position peaked at $2.5M in Q1 2021. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Jeff Yass reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Jeff Yass sold 39,546 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.01M.
- Jeff Yass first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 25 quarters.
- Jeff Yass's Avantax, Inc. Common Stock position peaked at $2.5M in Q1 2021.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Susquehanna International Group's 13F filing for Q4 2023, filed 14 Feb 2024.