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
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
93
$44.19 - $67.46 $4.11K - $6.27K
United States Oil Fund LP
Q4 2018 Filed on Feb 14, 2019
6,030
N/A
XYL
Xylem Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
733
$61.38 - $80.64 $45K - $59.1K
COF
Capital One Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
923
$70.78 - $96.73 $65.3K - $89.3K
HPQ
Hp Inc

Technology
Q4 2018 Filed on Feb 14, 2019
3,114
$19.38 - $26.42 $60.3K - $82.3K
Corporate Cap Tr Inc
Q4 2018 Filed on Feb 14, 2019
4,478
N/A
Gramercy Ppty Tr
Q4 2018 Filed on Feb 14, 2019
3,499
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2018 Filed on Feb 14, 2019
2,531
N/A
MAC
Macerich CO

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,294
$41.03 - $54.53 $53.1K - $70.6K
IXP
Ishares Global Comm Services E

ETFs
Q4 2018 Filed on Feb 14, 2019
72
$48.09 - $57.9 $3.46K - $4.17K
Pimco Dynmic Credit And Mrt
Q4 2018 Filed on Feb 14, 2019
505
N/A
Praxair Inc
Q4 2018 Filed on Feb 14, 2019
559
N/A
CNI
Canadian National Railway CO

Industrials
Q4 2018 Filed on Feb 14, 2019
994
$70.93 - $91.4 $70.5K - $90.9K
FPX
First Trust Us Equity Opportun

ETFs
Q4 2018 Filed on Feb 14, 2019
927
$57.83 - $74.02 $53.6K - $68.6K
SLF
Sun Life Financial Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
733
$31.92 - $39.99 $23.4K - $29.3K
WU
Western Union CO

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,586
$16.55 - $19.08 $59.3K - $68.4K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
300
$188.55 - $235.32 $56.6K - $70.6K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
2,900
$17.03 - $23.94 $49.4K - $69.4K
ITA
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
278
$81.01 - $108.82 $22.5K - $30.3K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
1,104
N/A
ICF
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
714
$46.0 - $53.03 $32.8K - $37.9K
Sun Hydraulics Corp
Q4 2018 Filed on Feb 14, 2019
1,180
N/A
GDOT
Green Dot Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
994
$69.92 - $92.84 $69.5K - $92.3K
Mylan N V
Q4 2018 Filed on Feb 14, 2019
950
N/A
KRG
Kite Realty Group Trust

Real Estate
Q4 2018 Filed on Feb 14, 2019
4,267
$13.79 - $16.72 $58.8K - $71.3K
Suntrust Bks Inc
Q4 2018 Filed on Feb 14, 2019
795
N/A
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
Q4 2018 Filed on Feb 14, 2019
750
N/A
Harris Corp Del
Q4 2018 Filed on Feb 14, 2019
66
N/A
LOGI
Logitech International S.A.

Technology
Q4 2018 Filed on Feb 14, 2019
345
$29.31 - $44.68 $10.1K - $15.4K
IGOV
Ishares 1 3 International Trea

ETFs
Q4 2018 Filed on Feb 14, 2019
1,179
$47.13 - $48.47 $55.6K - $57.1K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,439
$9.12 - $9.43 $58.7K - $60.7K
UFCS
United Fire Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,276
$47.05 - $55.45 $60K - $70.8K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
2,513
$16.54 - $23.65 $41.6K - $59.4K
Hollyfrontier Corp
Q4 2018 Filed on Feb 14, 2019
1,658
N/A
CDK
Cdk Global, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
784
$45.0 - $62.27 $35.3K - $48.8K
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2018 Filed on Feb 14, 2019
758
$38.57 - $44.2 $29.2K - $33.5K
Bb&T Corp
Q4 2018 Filed on Feb 14, 2019
595
N/A
ROP
Roper Technologies Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
214
$247.01 - $301.05 $52.9K - $64.4K
Y
Alleghany Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
96
$580.75 - $643.97 $55.8K - $61.8K
CDNS
Cadence Design Systems Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,000
$39.13 - $46.85 $39.1K - $46.9K
NS
Nu Star Energy L.P.

Energy
Q4 2018 Filed on Feb 14, 2019
2,910
$20.35 - $28.75 $59.2K - $83.7K
SAP
Sap Se

Technology
Q4 2018 Filed on Feb 14, 2019
151
$95.0 - $123.27 $14.3K - $18.6K
Twenty First Centy Fox Inc
Q4 2018 Filed on Feb 14, 2019
1,166
N/A
Maxim Integrated Prods Inc
Q4 2018 Filed on Feb 14, 2019
651
N/A
Sk Telecom LTD
Q4 2018 Filed on Feb 14, 2019
198
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2018 Filed on Feb 14, 2019
350
N/A
AIG
American International Group, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
584
$36.59 - $54.05 $21.4K - $31.6K
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
44
$157.12 - $227.4 $6.91K - $10K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
561
$85.47 - $93.46 $47.9K - $52.4K
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