Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SYNH
Syneos Health, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
82
$36.49 - $51.72 $2.99K - $4.24K
Tableau Software Inc
Q4 2018 Filed on Feb 14, 2019
111
N/A
TREX
Trex CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
136
$26.8 - $37.2 $3.64K - $5.06K
CBT
Cabot Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
27
$40.06 - $64.45 $1.08K - $1.74K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
15
$65.72 - $92.97 $986 - $1.39K
SATS
Echo Star Corp

Technology
Q4 2018 Filed on Feb 14, 2019
90
$27.4 - $37.25 $2.47K - $3.35K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
87
$48.49 - $82.99 $4.22K - $7.22K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
54
$86.83 - $141.32 $4.69K - $7.63K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
90
$61.64 - $96.5 $5.55K - $8.69K
PCG
Pg&E Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
675
$17.74 - $48.96 $12K - $33K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
12
$115.29 - $189.82 $1.38K - $2.28K
AME
Ametek Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
79
$63.35 - $79.82 $5K - $6.31K
H
Hyatt Hotels Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
$63.49 - $78.93 $6.35K - $7.89K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2018 Filed on Feb 14, 2019
50
$124.95 - $148.69 $6.25K - $7.43K
National Gen Hldgs Corp
Q4 2018 Filed on Feb 14, 2019
248
N/A
AR
Antero Resources Corp

Energy
Q4 2018 Filed on Feb 14, 2019
157
$9.08 - $19.48 $1.43K - $3.06K
Lifepoint Health Inc
Q4 2018 Filed on Feb 14, 2019
122
N/A
Pra Health Sciences Inc
Q4 2018 Filed on Feb 14, 2019
67
N/A
PRA
Proassurance Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
89
$37.18 - $46.28 $3.31K - $4.12K
Scana Corp New
Q4 2018 Filed on Feb 14, 2019
226
N/A
INT
World Fuel Services Corp

Energy
Q4 2018 Filed on Feb 14, 2019
352
$19.87 - $32.0 $6.99K - $11.3K
National Oilwell Varco Inc
Q4 2018 Filed on Feb 14, 2019
236
N/A
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
32
$161.11 - $218.95 $5.16K - $7.01K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
182
$37.76 - $51.61 $6.87K - $9.39K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2018 Filed on Feb 14, 2019
116
$49.58 - $62.49 $5.75K - $7.25K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q4 2018 Filed on Feb 14, 2019
72
N/A
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
319
$23.57 - $28.06 $7.52K - $8.95K
Tech Data Corp
Q4 2018 Filed on Feb 14, 2019
100
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
68
$111.81 - $125.71 $7.6K - $8.55K
TWIN
Twin Disc Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
555
$13.95 - $23.32 $7.74K - $12.9K
SAN
Banco Santander, S.A.

Financial Services
Q4 2018 Filed on Feb 14, 2019
994
$4.32 - $5.04 $4.29K - $5.01K
ENS
Ener Sys

Industrials
Q4 2018 Filed on Feb 14, 2019
132
$71.77 - $88.82 $9.47K - $11.7K
Match Group Inc
Q4 2018 Filed on Feb 14, 2019
179
N/A
MDB
Mongo Db, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
100
$63.1 - $90.74 $6.31K - $9.07K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2018 Filed on Feb 14, 2019
107
N/A
Vereit Inc
Q4 2018 Filed on Feb 14, 2019
1,311
N/A
TEL
Te Connectivity Ltd.

Technology
Q4 2018 Filed on Feb 14, 2019
572
$70.72 - $86.91 $40.5K - $49.7K
Teekay Offshore Partners L P
Q4 2018 Filed on Feb 14, 2019
4,175
N/A
Red Hat Inc
Q4 2018 Filed on Feb 14, 2019
27
N/A
FAF
First American Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
60
$42.55 - $52.14 $2.55K - $3.13K
CIEN
Ciena Corp

Technology
Q4 2018 Filed on Feb 14, 2019
263
$28.24 - $34.91 $7.43K - $9.18K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
1,078
$7.57 - $12.77 $8.16K - $13.8K
ATO
Atmos Energy Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
343
$89.33 - $99.5 $30.6K - $34.1K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
38
$105.39 - $123.75 $4K - $4.7K
CSL
Carlisle Companies Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
40
$93.18 - $121.06 $3.73K - $4.84K
VVV
Valvoline Inc

Energy
Q4 2018 Filed on Feb 14, 2019
371
$18.62 - $21.14 $6.91K - $7.84K
ALKS
Alkermes Plc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
56
$27.94 - $44.61 $1.56K - $2.5K
Anaptysbio Inc
Q4 2018 Filed on Feb 14, 2019
75
N/A
ATRA
Atara Biotherapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
151
$30.9 - $42.97 $4.67K - $6.49K
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email