Parallax Volatility Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-72
| Closed | -$1.84K | – | 2610 |
|
|
2023
Q3 | $1.84K | Buy |
+72
| New | +$1.71K | ﹤0.01% | 2189 |
|
|
2018
Q1 | – | Sell |
-6,594
| Closed | -$146K | – | 4629 |
|
|
2017
Q4 | $146K | Buy |
+6,594
| New | +$147K | ﹤0.01% | 2532 |
|
|
2017
Q2 | – | Sell |
-511
| Closed | -$9K | – | 4335 |
|
|
2017
Q1 | $9K | Sell |
511
-101,210
| -99% | -$1.59M | ﹤0.01% | 3204 |
|
|
2016
Q4 | $1.5M | Buy |
101,721
+59,452
| +141% | +$802K | ﹤0.01% | 1076 |
|
|
2016
Q3 | $473K | Buy |
42,269
+16,912
| +67% | +$188K | ﹤0.01% | 1520 |
|
|
2016
Q2 | $263K | Sell |
25,357
-225,575
| -90% | -$1.77M | ﹤0.01% | 1696 |
|
|
2016
Q1 | $1.29M | Buy |
+250,932
| New | +$1.76M | ﹤0.01% | 1088 |
|
|
2015
Q4 | – | Sell |
-117
| Closed | -$2K | – | 4126 |
|
|
2015
Q3 | $2K | Sell |
117
-6,824
| -98% | -$97.8K | ﹤0.01% | 2722 |
|
|
2015
Q2 | $112K | Buy |
6,941
+3,213
| +86% | +$49.5K | ﹤0.01% | 2220 |
|
|
2015
Q1 | $51K | Sell |
3,728
-1,153
| -24% | -$16.1K | ﹤0.01% | 2992 |
|
|
2014
Q4 | $68K | Sell |
4,881
-7,430
| -60% | -$109K | ﹤0.01% | 3743 |
|
|
2014
Q3 | $188K | Buy |
12,311
+9,513
| +340% | +$157K | ﹤0.01% | 2519 |
|
|
2014
Q2 | $53K | Buy |
2,798
+558
| +25% | +$10.5K | ﹤0.01% | 2921 |
|
|
2014
Q1 | $44K | Buy |
2,240
+846
| +61% | +$19.6K | ﹤0.01% | 2383 |
|
|
2013
Q4 | $41K | Buy |
+1,394
| New | +$37.6K | ﹤0.01% | 2333 |
|
Other funds holding AVTA
Parallax Volatility Advisers's AVTA Position: Q4 2023 in Review
Parallax Volatility Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 72 shares — an estimated $1.84K sold.
Parallax Volatility Advisers first reported a position in AVTA in Q4 2013 and held it in 15 quarters. The position peaked at $1.5M in Q4 2016. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.
- Parallax Volatility Advisers reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
- Parallax Volatility Advisers sold 72 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.84K.
- Parallax Volatility Advisers first reported a position in Avantax, Inc. Common Stock in Q4 2013 and held it in 15 quarters.
- Parallax Volatility Advisers's Avantax, Inc. Common Stock position peaked at $1.5M in Q4 2016.
- 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.
Based on Parallax Volatility Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.