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	-116,400	Closed	-$2.98M	–	13650
2023 Q3	$2.98M	Buy	116,400 +74,000	+175%	+$1.75M	﹤0.01%	4401
2023 Q2	$949K	Sell	42,400 -45,200	-52%	-$1.06M	﹤0.01%	6798
2023 Q1	$2.31M	Buy	87,600 +45,700	+109%	+$1.24M	﹤0.01%	4844
2022 Q4	$1.07M	Sell	41,900 -8,000	-16%	-$183K	﹤0.01%	6038
2022 Q3	$965K	Sell	49,900 -23,600	-32%	-$475K	﹤0.01%	6717
2022 Q2	$1.36M	Buy	73,500 +40,100	+120%	+$729K	﹤0.01%	5790
2022 Q1	$653K	Sell	33,400 -131,600	-80%	-$2.39M	﹤0.01%	8257
2021 Q4	$2.86M	Buy	165,000 +10,500	+7%	+$178K	﹤0.01%	4739
2021 Q3	$2.41M	Buy	154,500 +60,500	+64%	+$979K	﹤0.01%	5442
2021 Q2	$1.63M	Sell	94,000 -118,500	-56%	-$1.95M	﹤0.01%	6429
2021 Q1	$3.54M	Buy	212,500 +143,700	+209%	+$2.41M	﹤0.01%	4611
2020 Q4	$1.09M	Sell	68,800 -80,800	-54%	-$986K	﹤0.01%	6509
2020 Q3	$1.41M	Buy	149,600 +128,900	+623%	+$1.43M	﹤0.01%	5305
2020 Q2	$236K	Buy	+20,700	New	+$260K	﹤0.01%	8755
2020 Q1	–	Sell	-9,900	Closed	-$259K	–	11086
2019 Q4	$259K	Buy	+9,900	New	+$222K	﹤0.01%	8299
2019 Q3	–	Sell	-11,700	Closed	-$355K	–	11009
2019 Q2	$355K	Sell	11,700 -98,800	-89%	-$3.25M	﹤0.01%	7980
2019 Q1	$3.69M	Buy	110,500 +99,400	+895%	+$2.9M	﹤0.01%	2846
2018 Q4	$296K	Sell	11,100 -79,700	-88%	-$2.44M	﹤0.01%	7025
2018 Q3	$3.65M	Sell	90,800 -49,500	-35%	-$1.8M	﹤0.01%	3092
2018 Q2	$5.19M	Buy	140,300 +64,800	+86%	+$2.09M	﹤0.01%	2661
2018 Q1	$1.86M	Buy	75,500 +40,800	+118%	+$970K	﹤0.01%	4046
2017 Q4	$767K	Sell	34,700 -59,700	-63%	-$1.33M	﹤0.01%	5767
2017 Q3	$2.39M	Buy	94,400 +32,500	+53%	+$736K	﹤0.01%	3593
2017 Q2	$1.31M	Sell	61,900 -40,400	-39%	-$800K	﹤0.01%	4707
2017 Q1	$1.77M	Buy	102,300 +64,800	+173%	+$1.01M	﹤0.01%	3960
2016 Q4	$553K	Sell	37,500 -130,800	-78%	-$1.76M	﹤0.01%	6774
2016 Q3	$1.89M	Sell	168,300 -121,800	-42%	-$1.35M	﹤0.01%	3664
2016 Q2	$3M	Buy	290,100 +113,400	+64%	+$892K	﹤0.01%	2927
2016 Q1	$912K	Buy	176,700 +68,500	+63%	+$482K	﹤0.01%	5277
2015 Q4	$1.06M	Buy	108,200 +70,400	+186%	+$777K	﹤0.01%	5290
2015 Q3	$521K	Buy	+37,800	New	+$542K	﹤0.01%	7036
2015 Q1	–	Sell	-35,900	Closed	-$497K	–	10068
2014 Q4	$497K	Sell	35,900 -14,700	-29%	-$216K	﹤0.01%	7218
2014 Q3	$771K	Sell	50,600 -31,600	-38%	-$522K	﹤0.01%	6431
2014 Q2	$1.55M	Sell	82,200 -30,900	-27%	-$582K	﹤0.01%	5151
2014 Q1	$2.23M	Buy	113,100 +44,400	+65%	+$1.03M	﹤0.01%	4156
2013 Q4	$2M	Buy	68,700 +37,400	+119%	+$1.01M	﹤0.01%	4265
2013 Q3	$719K	Sell	31,300 -13,800	-31%	-$287K	﹤0.01%	5842
2013 Q2	$836K	Buy	+45,100	New	+$766K	﹤0.01%	5293

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.