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
WRB
Berkley W R Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
116
$30.92 - $35.27 $3.59K - $4.09K
AZTA
Azenta, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
291
$23.22 - $35.29 $6.76K - $10.3K
GCO
Genesco Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
150
$38.88 - $46.22 $5.83K - $6.93K
EWA
Ishares Msci Australia ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
386
$18.42 - $22.09 $7.11K - $8.53K
IEZ
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
248
N/A
MTW
Manitowoc CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
286
$13.54 - $25.04 $3.87K - $7.16K
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
107
$31.18 - $36.51 $3.34K - $3.91K
COMM
Comm Scope Holding Company, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
147
$15.1 - $29.79 $2.22K - $4.38K
HHC
Howard Hughes Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
54
$89.85 - $124.02 $4.85K - $6.7K
LE
Lands' End, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
325
$12.46 - $21.29 $4.05K - $6.92K
LSI
Life Storage, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
100
$59.82 - $67.81 $5.98K - $6.78K
NTAP
Net App, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
85
$54.82 - $86.15 $4.66K - $7.32K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
39
$81.94 - $139.71 $3.2K - $5.45K
Shire PLC
Q4 2018 Filed on Feb 14, 2019
901
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
394
N/A
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
285
N/A
Cimarex Energy CO
Q4 2018 Filed on Feb 14, 2019
40
N/A
LNC
Lincoln National Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
45
$48.79 - $70.58 $2.2K - $3.18K
WING
Wingstop Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
98
$57.36 - $74.24 $5.62K - $7.28K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
37
$168.84 - $191.67 $6.25K - $7.09K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
100
$32.96 - $42.59 $3.3K - $4.26K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
88
$35.96 - $53.26 $3.16K - $4.69K
PNR
Pentair PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
78
$35.81 - $43.71 $2.79K - $3.41K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
154
$29.07 - $46.34 $4.48K - $7.14K
BDC
Belden Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
107
$38.68 - $72.06 $4.14K - $7.71K
CLVS
Clovis Oncology, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
136
$11.63 - $32.67 $1.58K - $4.44K
Dreyfus Strategic Muns Inc
Q4 2018 Filed on Feb 14, 2019
856
N/A
FLR
Fluor Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
125
$29.99 - $60.25 $3.75K - $7.53K
EWC
Ishares Msci Canada ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
241
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2018 Filed on Feb 14, 2019
36
$155.39 - $205.13 $5.59K - $7.38K
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2018 Filed on Feb 14, 2019
88
N/A
ITB
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
187
$28.55 - $35.21 $5.34K - $6.58K
PEGA
Pegasystems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
94
$44.13 - $61.66 $4.15K - $5.8K
PIPR
Piper Sandler Companies

Financial Services
Q4 2018 Filed on Feb 14, 2019
79
$61.91 - $76.55 $4.89K - $6.05K
PBI
Pitney Bowes Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
650
$5.66 - $8.48 $3.68K - $5.51K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
169
$97.32 - $148.76 $16.4K - $25.1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2018 Filed on Feb 14, 2019
132
N/A
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
50
$62.67 - $88.33 $3.13K - $4.42K
American Railcar Inds Inc
Q4 2018 Filed on Feb 14, 2019
200
N/A
Firstcash Inc
Q4 2018 Filed on Feb 14, 2019
123
N/A
FLS
Flowserve Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
162
$35.89 - $54.88 $5.81K - $8.89K
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q4 2018 Filed on Feb 14, 2019
205
$27.38 - $34.61 $5.61K - $7.1K
KBH
Kb Home

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
250
$17.61 - $24.17 $4.4K - $6.04K
PRAA
Pra Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
184
$22.82 - $36.15 $4.2K - $6.65K
PEN
Penumbra Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
22
$113.42 - $156.48 $2.5K - $3.44K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2018 Filed on Feb 14, 2019
891
$12.7 - $14.94 $11.3K - $13.3K
ESGR
Enstar Group LTD

Financial Services
Q4 2018 Filed on Feb 14, 2019
25
$156.25 - $207.48 $3.91K - $5.19K
Micro Focus International Pl
Q4 2018 Filed on Feb 14, 2019
28
N/A
DXCM
Dexcom Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
22
$26.99 - $37.37 $594 - $822
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