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

Walleye Capital’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	-10,156	Closed	-$260K	–	5741
2023 Q3	$260K	Buy	+10,156	New	+$241K	﹤0.01%	3347
2019 Q3	–	Sell	-100	Closed	-$3K	–	2350
2019 Q2	$3K	Buy	+100	New	+$3.29K	﹤0.01%	1656

Other funds holding AVTA

HNB

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

Walleye Capital's AVTA Position: Q4 2023 in Review

Walleye Capital sold out of Avantax, Inc. Common Stock (AVTA) in Q4 2023, closing a stake of 10,156 shares — an estimated $260K sold.

Walleye Capital first reported a position in AVTA in Q2 2019 and held it in 2 quarters. The position peaked at $260K in Q3 2023. 2 funds tracked by Wall St. Rank hold AVTA as of Q4 2023.

Walleye Capital reported no remaining Avantax, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Walleye Capital sold 10,156 Avantax, Inc. Common Stock shares in Q4 2023, an estimated $260K.
Walleye Capital first reported a position in Avantax, Inc. Common Stock in Q2 2019 and held it in 2 quarters.
Walleye Capital's Avantax, Inc. Common Stock position peaked at $260K in Q3 2023.
2 funds tracked by Wall St. Rank held Avantax, Inc. Common Stock as of Q4 2023.

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