JY
AVTA

Jeff Yass’s Avantax, Inc. Common Stock AVTA Stock Holding History

Jeff Yass’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
-31,800
Closed -$813K – 13648
2023
Q3 		$813K Buy
+31,800
New +$754K ﹤0.01% 7109
2023
Q2 		– Sell
-120,400
Closed -$3.17M – 13534
2023
Q1 		$3.17M Sell
120,400
-16,800
-12% -$456K ﹤0.01% 4215
2022
Q4 		$3.5M Buy
137,200
+44,600
+48% +$1.02M ﹤0.01% 3771
2022
Q3 		$1.79M Buy
92,600
+28,400
+44% +$571K ﹤0.01% 5143
2022
Q2 		$1.19M Sell
64,200
-86,900
-58% -$1.58M ﹤0.01% 6115
2022
Q1 		$2.95M Sell
151,100
-177,500
-54% -$3.22M ﹤0.01% 4656
2021
Q4 		$5.69M Sell
328,600
-100,900
-23% -$1.71M ﹤0.01% 3522
2021
Q3 		$6.7M Buy
429,500
+332,700
+344% +$5.38M ﹤0.01% 3476
2021
Q2 		$1.68M Buy
96,800
+15,700
+19% +$258K ﹤0.01% 6331
2021
Q1 		$1.35M Buy
81,100
+70,000
+631% +$1.17M ﹤0.01% 6939
2020
Q4 		$177K Buy
+11,100
New +$135K ﹤0.01% 10137
2020
Q2 		– Sell
-30,500
Closed -$368K – 11166
2020
Q1 		$368K Sell
30,500
-7,800
-20% -$150K ﹤0.01% 7579
2019
Q4 		$1M Buy
+38,300
New +$858K ﹤0.01% 5520
2019
Q2 		– Sell
-24,400
Closed -$814K – 11004
2019
Q1 		$814K Buy
24,400
+15,000
+160% +$437K ﹤0.01% 5394
2018
Q4 		$250K Sell
9,400
-30,500
-76% -$934K ﹤0.01% 7345
2018
Q3 		$1.61M Buy
39,900
+5,700
+17% +$208K ﹤0.01% 4352
2018
Q2 		$1.26M Buy
34,200
+25,400
+289% +$819K ﹤0.01% 4861
2018
Q1 		$216K Buy
+8,800
New +$209K ﹤0.01% 8203
2017
Q4 		– Sell
-61,500
Closed -$1.56M – 10081
2017
Q3 		$1.56M Buy
61,500
+24,300
+65% +$550K ﹤0.01% 4383
2017
Q2 		$789K Buy
37,200
+400
+1% +$7.92K ﹤0.01% 5761
2017
Q1 		$637K Buy
36,800
+7,300
+25% +$114K ﹤0.01% 6040
2016
Q4 		$435K Sell
29,500
-157,900
-84% -$2.13M ﹤0.01% 7281
2016
Q3 		$2.1M Sell
187,400
-11,300
-6% -$126K ﹤0.01% 3493
2016
Q2 		$2.06M Buy
198,700
+126,600
+176% +$996K ﹤0.01% 3520
2016
Q1 		$372K Buy
72,100
+57,700
+401% +$406K ﹤0.01% 6897
2015
Q4 		$141K Sell
14,400
-11,100
-44% -$122K ﹤0.01% 8693
2015
Q3 		$351K Buy
25,500
+5,600
+28% +$80.3K ﹤0.01% 7762
2015
Q2 		$321K Buy
+19,900
New +$307K ﹤0.01% 8423
2015
Q1 		– Sell
-169,900
Closed -$2.35M – 10067
2014
Q4 		$2.35M Sell
169,900
-16,200
-9% -$238K ﹤0.01% 4143
2014
Q3 		$2.84M Sell
186,100
-22,300
-11% -$369K ﹤0.01% 3999
2014
Q2 		$3.93M Buy
208,400
+5,900
+3% +$111K ﹤0.01% 3479
2014
Q1 		$3.99M Buy
202,500
+102,000
+101% +$2.36M ﹤0.01% 3212
2013
Q4 		$2.93M Buy
100,500
+62,300
+163% +$1.68M ﹤0.01% 3684
2013
Q3 		$878K Buy
38,200
+3,400
+10% +$70.8K ﹤0.01% 5505
2013
Q2 		$645K Buy
+34,800
New +$591K ﹤0.01% 5667

Other funds holding AVTA

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

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.