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

Moore Capital Management’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	-98,152	Closed	-$2.51M	–	594
2023 Q3	$2.51M	Buy	+98,152	New	+$2.33M	0.05%	239
2014 Q4	–	Sell	-175,479	Closed	-$2.67M	–	430
2014 Q3	$2.67M	Buy	175,479 +92,701	+112%	+$1.53M	0.06%	255
2014 Q2	$1.56M	Buy	82,778 +28,411	+52%	+$535K	0.04%	296
2014 Q1	$1.07M	Buy	+54,367	New	+$1.26M	0.02%	308

Other funds holding AVTA

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

Moore Capital Management's AVTA Position: Q4 2023 in Review

Moore Capital Management sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 98,152 shares — an estimated $2.51M sold.

Moore Capital Management first reported a position in AVTA in Q1 2014 and held it in 4 quarters. The position peaked at $2.67M in Q3 2014. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Moore Capital Management reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Moore Capital Management sold 98,152 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $2.51M.
Moore Capital Management first reported a position in Avantax, Inc. Common Stock in Q1 2014 and held it in 4 quarters.
Moore Capital Management's Avantax, Inc. Common Stock position peaked at $2.67M in Q3 2014.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Moore Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.