Parallax Volatility Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Parallax Volatility Advisers’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
2022 Q4	–	Sell	-77,500	Closed	-$1.5M	–	3393
2022 Q3	$1.5M	Buy	+77,500	New	+$1.56M	﹤0.01%	1560
2017 Q2	–	Sell	-4,000	Closed	-$69K	–	4334
2017 Q1	$69K	Sell	4,000 -36,000	-90%	-$564K	﹤0.01%	2450
2016 Q4	$590K	Buy	+40,000	New	+$540K	﹤0.01%	1434
2015 Q2	–	Sell	-1,100	Closed	-$15K	–	5186
2015 Q1	$15K	Sell	1,100 -4,800	-81%	-$66.9K	﹤0.01%	3763
2014 Q4	$82K	Buy	5,900 +3,300	+127%	+$48.5K	﹤0.01%	3611
2014 Q3	$40K	Buy	2,600 +1,800	+225%	+$29.8K	﹤0.01%	3424
2014 Q2	$15K	Buy	+800	New	+$15.1K	﹤0.01%	3628

Other funds holding AVTA

HNB

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

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.