Magnetar Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-892,041
| Closed | -$22.8M | – | 594 |
|
|
2023
Q3 | $22.8M | Buy |
+892,041
| New | +$22.8M | 0.58% | 54 |
|
|
2017
Q4 | – | Sell |
-9,350
| Closed | -$237K | – | 908 |
|
|
2017
Q3 | $237K | Sell |
9,350
-5,550
| -37% | -$141K | ﹤0.01% | 573 |
|
|
2017
Q2 | $316K | Buy |
+14,900
| New | +$316K | ﹤0.01% | 547 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 219 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 331 |
|