Magnetar Financial’s Avantax, Inc. Common Stock AVTA Stock Holding History

Magnetar Financial’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	-892,041	Closed	-$22.8M	–	598
2023 Q3	$22.8M	Buy	+892,041	New	+$21.2M	0.58%	54
2017 Q4	–	Sell	-9,350	Closed	-$237K	–	921
2017 Q3	$237K	Sell	9,350 -5,550	-37%	-$126K	﹤0.01%	577
2017 Q2	$316K	Buy	+14,900	New	+$295K	﹤0.01%	563

Other funds holding AVTA

HNB

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

Magnetar Financial's AVTA Position: Q4 2023 in Review

Magnetar Financial sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 892,041 shares — an estimated $22.8M sold.

Magnetar Financial first reported a position in AVTA in Q2 2017 and held it in 3 quarters. The position peaked at $22.8M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Magnetar Financial reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Magnetar Financial sold 892,041 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $22.8M.
Magnetar Financial first reported a position in Avantax, Inc. Common Stock in Q2 2017 and held it in 3 quarters.
Magnetar Financial's Avantax, Inc. Common Stock position peaked at $22.8M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Magnetar Financial's 13F filing for Q4 2023, filed 13 Feb 2024.