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
ACCO
Acco Brands Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
319
$6.3 - $11.14 $2.01K - $3.55K
Aegion Corp
Q4 2018 Filed on Feb 14, 2019
379
N/A
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
352
$8.38 - $13.44 $2.95K - $4.73K
ACRE
Ares Commercial Real Estate Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
283
$12.87 - $14.59 $3.64K - $4.13K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
500
$6.08 - $7.38 $3.04K - $3.69K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
188
$11.24 - $22.49 $2.11K - $4.23K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
305
$11.58 - $14.75 $3.53K - $4.5K
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
62
$18.19 - $31.79 $1.13K - $1.97K
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
500
$65.41 - $84.65 $32.7K - $42.3K
Genomic Health Inc
Q4 2018 Filed on Feb 14, 2019
85
N/A
HQY
Healthequity, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
53
$54.39 - $100.44 $2.88K - $5.32K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q4 2018 Filed on Feb 14, 2019
362
$11.26 - $11.86 $4.08K - $4.29K
Jagged Peak Energy Inc
Q4 2018 Filed on Feb 14, 2019
274
N/A
LITE
Lumentum Holdings Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
107
$37.5 - $62.36 $4.01K - $6.67K
Nuveen Select Tax Free Incm
Q4 2018 Filed on Feb 14, 2019
333
N/A
SRG
Seritage Growth Properties

Real Estate
Q4 2018 Filed on Feb 14, 2019
79
$31.17 - $47.88 $2.46K - $3.78K
UNIT
Uniti Group Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
232
$14.89 - $20.41 $3.45K - $4.74K
Wildhorse Resource Dev Corp
Q4 2018 Filed on Feb 14, 2019
230
N/A
Zogenix Inc
Q4 2018 Filed on Feb 14, 2019
87
N/A
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q4 2018 Filed on Feb 14, 2019
101
$29.75 - $42.9 $3K - $4.33K
GSM
Ferroglobe PLC

Basic Materials
Q4 2018 Filed on Feb 14, 2019
359
$1.47 - $8.08 $528 - $2.9K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
85
$27.32 - $33.65 $2.32K - $2.86K
GOGL
Golden Ocean Group LTD

Industrials
Q4 2018 Filed on Feb 14, 2019
96
$5.81 - $9.95 $558 - $955
KMT
Kennametal Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
84
$30.82 - $44.34 $2.59K - $3.72K
Noble Energy Inc
Q4 2018 Filed on Feb 14, 2019
90
N/A
POR
Portland General Electric CO

Utilities
Q4 2018 Filed on Feb 14, 2019
35
$44.19 - $49.98 $1.55K - $1.75K
TGI
Triumph Group Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
100
$11.5 - $22.86 $1.15K - $2.29K
CNK
Cinemark Holdings, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
45
$35.48 - $42.41 $1.6K - $1.91K
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
21
$63.11 - $76.89 $1.33K - $1.61K
ACC
American Campus Communities Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
70
$39.13 - $43.83 $2.74K - $3.07K
OUT
Outfront Media Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
196
$16.82 - $21.45 $3.3K - $4.2K
BCO
Brinks CO

Industrials
Q4 2018 Filed on Feb 14, 2019
32
$59.1 - $70.92 $1.89K - $2.27K
Entercom Communications Corp
Q4 2018 Filed on Feb 14, 2019
273
N/A
Ferro Corp
Q4 2018 Filed on Feb 14, 2019
149
N/A
First Midwest Bancorp Del
Q4 2018 Filed on Feb 14, 2019
105
N/A
PI
Impinj Inc

Technology
Q4 2018 Filed on Feb 14, 2019
300
$13.8 - $25.78 $4.14K - $7.73K
INTT
Intest Corp

Technology
Q4 2018 Filed on Feb 14, 2019
500
$5.49 - $7.9 $2.75K - $3.95K
LZB
La Z Boy Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
110
$25.35 - $31.35 $2.79K - $3.45K
LSXMK
Liberty Media Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
63
$34.79 - $42.97 $2.19K - $2.71K
Navigators Group Inc
Q4 2018 Filed on Feb 14, 2019
44
N/A
Progenics Pharmaceuticals In
Q4 2018 Filed on Feb 14, 2019
322
N/A
SCHL
Scholastic Corp

Communication Services
Q4 2018 Filed on Feb 14, 2019
79
$37.28 - $46.86 $2.95K - $3.7K
Sonic Corp
Q4 2018 Filed on Feb 14, 2019
100
N/A
TECK
Teck Resources LTD

Basic Materials
Q4 2018 Filed on Feb 14, 2019
110
$18.68 - $24.92 $2.05K - $2.74K
TRN
Trinity Industries Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
102
$19.4 - $28.15 $1.98K - $2.87K
TPC
Tutor Perini Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
155
$15.11 - $19.28 $2.34K - $2.99K
Acceleron Pharma Inc
Q4 2018 Filed on Feb 14, 2019
56
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
51
$65.43 - $87.61 $3.34K - $4.47K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
105
$22.82 - $30.62 $2.4K - $3.22K
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