Two Sigma Advisers
AVTA

Two Sigma Advisers’s Avantax, Inc. Common Stock AVTA Stock Holding History

Two Sigma 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
2023
Q4 		– Sell
-53,800
Closed -$1.38M – 2692
2023
Q3 		$1.38M Sell
53,800
-75,251
-58% -$1.78M ﹤0.01% 1387
2023
Q2 		$2.89M Sell
129,051
-146,800
-53% -$3.46M 0.01% 1013
2023
Q1 		$7.26M Buy
275,851
+70,600
+34% +$1.92M 0.02% 658
2022
Q4 		$5.24M Sell
205,251
-15,400
-7% -$353K 0.01% 764
2022
Q3 		$4.27M Sell
220,651
-55,600
-20% -$1.12M 0.01% 808
2022
Q2 		$5.1M Sell
276,251
-101,200
-27% -$1.84M 0.01% 772
2022
Q1 		$7.38M Buy
377,451
+151,300
+67% +$2.74M 0.02% 645
2021
Q4 		$3.92M Buy
226,151
+4,300
+2% +$73K 0.01% 881
2021
Q3 		$3.46M Sell
221,851
-55,900
-20% -$904K 0.01% 964
2021
Q2 		$4.81M Buy
277,751
+45,800
+20% +$752K 0.01% 878
2021
Q1 		$3.86M Sell
231,951
-77,200
-25% -$1.3M 0.01% 959
2020
Q4 		$4.92M Buy
309,151
+23,300
+8% +$284K 0.01% 828
2020
Q3 		$2.69M Buy
285,851
+35,000
+14% +$387K 0.01% 1016
2020
Q2 		$2.87M Buy
250,851
+106,100
+73% +$1.33M 0.01% 1027
2020
Q1 		$1.74M Buy
144,751
+50,500
+54% +$974K 0.01% 1186
2019
Q4 		$2.46M Buy
94,251
+28,900
+44% +$647K 0.01% 1127
2019
Q3 		$1.41M Buy
65,351
+25,800
+65% +$650K ﹤0.01% 1279
2019
Q2 		$1.2M Buy
39,551
+7,000
+22% +$230K ﹤0.01% 1430
2019
Q1 		$1.09M Sell
32,551
-2,400
-7% -$69.9K ﹤0.01% 1491
2018
Q4 		$931K Sell
34,951
-24,200
-41% -$741K ﹤0.01% 1518
2018
Q3 		$2.38M Buy
59,151
+8,300
+16% +$302K 0.01% 1144
2018
Q2 		$1.88M Buy
+50,851
New +$1.64M 0.01% 1331
2017
Q4 		– Sell
-37,404
Closed -$946K – 2413
2017
Q3 		$946K Buy
37,404
+9,454
+34% +$214K ﹤0.01% 1498
2017
Q2 		$593K Buy
27,950
+12,599
+82% +$249K ﹤0.01% 1731
2017
Q1 		$266K Buy
15,351
+1,500
+11% +$23.5K ﹤0.01% 2128
2016
Q4 		$204K Sell
13,851
-35,400
-72% -$478K ﹤0.01% 2180
2016
Q3 		$552K Sell
49,251
-33,200
-40% -$369K ﹤0.01% 1638
2016
Q2 		$854K Buy
82,451
+28,100
+52% +$221K ﹤0.01% 1244
2016
Q1 		$280K Buy
54,351
+30,900
+132% +$217K ﹤0.01% 1710
2015
Q4 		$230K Sell
23,451
-75,600
-76% -$834K ﹤0.01% 1612
2015
Q3 		$1.36M Sell
99,051
-106,401
-52% -$1.53M 0.01% 872
2015
Q2 		$3.32M Buy
205,452
+14,801
+8% +$228K 0.02% 615
2015
Q1 		$2.6M Buy
190,651
+20,100
+12% +$280K 0.02% 671
2014
Q4 		$2.36M Sell
170,551
-29,300
-15% -$431K 0.02% 759
2014
Q3 		$3.05M Sell
199,851
-44,400
-18% -$734K 0.02% 656
2014
Q2 		$4.61M Buy
244,251
+49,100
+25% +$925K 0.04% 504
2014
Q1 		$3.84M Buy
195,151
+62,800
+47% +$1.45M 0.03% 514
2013
Q4 		$3.86M Buy
132,351
+47,100
+55% +$1.27M 0.04% 463
2013
Q3 		$1.96M Buy
85,251
+58,400
+217% +$1.22M 0.02% 648
2013
Q2 		$497K Buy
+26,851
New +$456K 0.01% 1329

Other funds holding AVTA

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

Two Sigma Advisers's AVTA Position: Q4 2023 in Review

Two Sigma Advisers sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 53,800 shares — an estimated $1.38M sold.

Two Sigma Advisers first reported a position in AVTA in Q2 2013 and held it in 40 quarters. The position peaked at $7.38M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

  • Two Sigma Advisers reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Two Sigma Advisers sold 53,800 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $1.38M.
  • Two Sigma Advisers first reported a position in Avantax, Inc. Common Stock in Q2 2013 and held it in 40 quarters.
  • Two Sigma Advisers's Avantax, Inc. Common Stock position peaked at $7.38M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

Based on Two Sigma Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.