P. Schoenfeld Asset Management (PSAM)’s Avantax, Inc. Common Stock AVTA Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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	-256,200	Closed	-$6.55M	–	103
2023 Q3	$6.55M	Buy	+256,200	New	+$6.08M	0.53%	38

Other funds holding AVTA

HNB

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

P. Schoenfeld Asset Management (PSAM)'s AVTA Position: Q4 2023 in Review

P. Schoenfeld Asset Management (PSAM) sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 256,200 shares — an estimated $6.55M sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in AVTA in Q3 2023 and held it in 1 quarter. The position peaked at $6.55M in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

P. Schoenfeld Asset Management (PSAM) reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
P. Schoenfeld Asset Management (PSAM) sold 256,200 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $6.55M.
P. Schoenfeld Asset Management (PSAM) first reported a position in Avantax, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
P. Schoenfeld Asset Management (PSAM)'s Avantax, Inc. Common Stock position peaked at $6.55M in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q4 2023, filed 14 Feb 2024.