Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SUI
Sun Communities Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
30
$95.6 - $108.32 $2.87K - $3.25K
WBT
Welbilt, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,150
$10.82 - $20.49 $12.4K - $23.6K
ABEV
Ambev S.A.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
823
$3.82 - $4.79 $3.14K - $3.94K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q4 2018 Filed on Feb 14, 2019
561
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
275
$113.26 - $161.64 $31.1K - $44.5K
WCC
Wesco International Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
164
$44.09 - $61.12 $7.23K - $10K
WRK
West Rock CO

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
181
$35.24 - $53.6 $6.38K - $9.7K
GVA
Granite Construction Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
80
$38.82 - $55.69 $3.11K - $4.46K
LENB
Lennar Corporation Cl B
Q4 2018 Filed on Feb 14, 2019
15
N/A
NRIM
Northrim Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
600
$30.7 - $43.0 $18.4K - $25.8K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,756
$10.18 - $11.7 $38.2K - $43.9K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2018 Filed on Feb 14, 2019
1,270
$13.86 - $18.72 $17.6K - $23.8K
AOS
Smith A O Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
102
$41.41 - $53.86 $4.22K - $5.49K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
16
$66.66 - $90.26 $1.07K - $1.44K
IEX
Idex Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
40
$118.64 - $151.11 $4.75K - $6.04K
Anixter Intl Inc
Q4 2018 Filed on Feb 14, 2019
41
N/A
QCRH
Qcr Holdings Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
450
$30.39 - $40.38 $13.7K - $18.2K
AGO
Assured Guaranty LTD

Financial Services
Q4 2018 Filed on Feb 14, 2019
259
$36.29 - $42.72 $9.4K - $11.1K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
179
$96.2 - $136.8 $17.2K - $24.5K
KSU
Kansas City Southern

Industrials
Q4 2018 Filed on Feb 14, 2019
40
N/A
RJF
Raymond James Financial Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
70
$46.47 - $63.21 $3.25K - $4.42K
WAT
Waters Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
85
$173.54 - $203.49 $14.8K - $17.3K
Td Ameritrade Hldg Corp
Q4 2018 Filed on Feb 14, 2019
201
N/A
HZO
Marinemax Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
892
$16.85 - $25.86 $15K - $23.1K
Apartment Invt & Mgmt CO
Q4 2018 Filed on Feb 14, 2019
2,954
N/A
ASB
Associated Banc Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
771
$18.72 - $26.55 $14.4K - $20.5K
Buckeye Partners L P
Q4 2018 Filed on Feb 14, 2019
550
N/A
CBSH
Commerce Bancshares Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
312
$48.44 - $57.88 $15.1K - $18.1K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q4 2018 Filed on Feb 14, 2019
105
$30.61 - $37.95 $3.21K - $3.98K
NTUS
Natus Medical Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
575
$29.51 - $35.46 $17K - $20.4K
KWR
Quaker Chemical Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
52
$168.86 - $208.99 $8.78K - $10.9K
Sykes Enterprises Inc
Q4 2018 Filed on Feb 14, 2019
191
N/A
CRMT
Americas Carmart Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
375
$67.15 - $83.98 $25.2K - $31.5K
Oppenheimer ETF Tr
Q4 2018 Filed on Feb 14, 2019
391
N/A
Realpage Inc
Q4 2018 Filed on Feb 14, 2019
118
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Feb 14, 2019
386
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
273
$26.14 - $33.28 $7.14K - $9.09K
Iberiabank Corp
Q4 2018 Filed on Feb 14, 2019
137
N/A
AZO
Autozone Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
17
$714.71 - $889.34 $12.2K - $15.1K
DRE
Duke Realty Corp

Real Estate
Q4 2018 Filed on Feb 14, 2019
543
$25.0 - $28.83 $13.6K - $15.7K
ADNT
Adient PLC

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
163
$15.06 - $38.11 $2.45K - $6.21K
Cit Group Inc
Q4 2018 Filed on Feb 14, 2019
753
N/A
DOV
Dover Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
251
$66.53 - $88.16 $16.7K - $22.1K
OTTR
Otter Tail Corp

Utilities
Q4 2018 Filed on Feb 14, 2019
412
$44.77 - $51.58 $18.4K - $21.3K
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
100
$98.76 - $137.41 $9.88K - $13.7K
ARLP
Alliance Resource Partners LP

Energy
Q4 2018 Filed on Feb 14, 2019
1,000
$17.28 - $20.86 $17.3K - $20.9K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,500
$10.65 - $12.28 $16K - $18.4K
Enel Americas S A
Q4 2018 Filed on Feb 14, 2019
534
N/A
NCR
Ncr Corp

Technology
Q4 2018 Filed on Feb 14, 2019
482
$21.02 - $28.14 $10.1K - $13.6K
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