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

Kellner Capital’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	-37,600	Closed	-$962K	–	26
2023 Q3	$962K	Buy	+37,600	New	+$892K	1.13%	15

Other funds holding AVTA

HNB

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

Kellner Capital's AVTA Position: Q4 2023 in Review

Kellner Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 37,600 shares — an estimated $962K sold.

Kellner Capital first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $962K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Kellner Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Kellner Capital sold 37,600 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $962K.
Kellner Capital first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
Kellner Capital's Avantax, Inc. Common Stock position peaked at $962K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Kellner Capital's 13F filing for Q4 2023, filed 7 Feb 2024.