Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2018 Filed on Feb 14, 2019
53
N/A
SNAP
Snap Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
236
$4.99 - $8.36 $1.18K - $1.97K
Ubiquiti Networks Inc
Q4 2018 Filed on Feb 14, 2019
30
N/A
Zayo Group Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
210
N/A
Global Indty LTD Cayman
Q4 2018 Filed on Feb 14, 2019
88
N/A
Kosmos Energy LTD
Q4 2018 Filed on Feb 14, 2019
410
N/A
Trinseo S A
Q4 2018 Filed on Feb 14, 2019
52
N/A
THS
Tree House Foods, Inc.

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
200
$44.0 - $54.66 $8.8K - $10.9K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
60
$15.49 - $27.26 $929 - $1.64K
L Brands Inc
Q4 2018 Filed on Feb 14, 2019
750
N/A
ZEN
Zendesk, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
20
$48.37 - $69.2 $967 - $1.38K
Convergys Corp
Q4 2018 Filed on Feb 14, 2019
105
N/A
Donnelley R R & Sons CO
Q4 2018 Filed on Feb 14, 2019
283
N/A
Esterline Technologies Corp
Q4 2018 Filed on Feb 14, 2019
21
N/A
GMED
Globus Medical Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
46
$41.38 - $57.44 $1.9K - $2.64K
GFF
Griffon Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
103
$9.88 - $16.31 $1.02K - $1.68K
HAE
Haemonetics Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
29
$90.66 - $116.63 $2.63K - $3.38K
IYH
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
9
$170.02 - $204.02 $1.53K - $1.84K
Lee Enterprises Inc
Q4 2018 Filed on Feb 14, 2019
1,000
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
122
$8.76 - $10.69 $1.07K - $1.3K
NOK
Nokia Corp

Technology
Q4 2018 Filed on Feb 14, 2019
358
$5.15 - $6.04 $1.84K - $2.16K
Oasis Pete Inc New
Q4 2018 Filed on Feb 14, 2019
250
N/A
PGC
Peapack Gladstone Financial Corp

Financial Services
Q4 2018 Filed on Feb 14, 2019
69
$24.18 - $30.88 $1.67K - $2.13K
Pier 1 Imports Inc
Q4 2018 Filed on Feb 14, 2019
516
N/A
PII
Polaris Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
159
$72.34 - $101.62 $11.5K - $16.2K
PFBC
Preferred Bank

Financial Services
Q4 2018 Filed on Feb 14, 2019
28
$40.57 - $60.79 $1.14K - $1.7K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
300
$6.57 - $7.08 $1.97K - $2.12K
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Feb 14, 2019
349
$26.18 - $40.0 $9.14K - $14K
Superior Energy Svcs Inc
Q4 2018 Filed on Feb 14, 2019
264
N/A
Navistar Intl Corp New
Q4 2018 Filed on Feb 14, 2019
50
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
57
$22.86 - $33.57 $1.3K - $1.91K
AGEN
Agenus Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
500
$1.59 - $2.66 $795 - $1.33K
AMH
American Homes 4 Rent

Real Estate
Q4 2018 Filed on Feb 14, 2019
118
$19.08 - $21.54 $2.25K - $2.54K
American Outdoor Brands Corp
Q4 2018 Filed on Feb 14, 2019
200
N/A
Cadence Bancorporation
Q4 2018 Filed on Feb 14, 2019
103
N/A
CLDT
Chatham Lodging Trust

Real Estate
Q4 2018 Filed on Feb 14, 2019
79
$17.4 - $20.62 $1.37K - $1.63K
Community First Bancshares I
Q4 2018 Filed on Feb 14, 2019
175
N/A
Discovery Inc
Q4 2018 Filed on Feb 14, 2019
105
N/A
Engility Hldgs Inc New
Q4 2018 Filed on Feb 14, 2019
71
N/A
EPAM
Epam Systems, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
56
$106.28 - $138.03 $5.95K - $7.73K
EQR
Equity Residential

Real Estate
Q4 2018 Filed on Feb 14, 2019
34
$62.67 - $72.65 $2.13K - $2.47K
EVH
Evolent Health, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
98
$17.75 - $27.2 $1.74K - $2.67K
SVVC
Firsthand Technology Value Fund, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
142
$9.86 - $17.5 $1.4K - $2.49K
Fitbit Inc
Q4 2018 Filed on Feb 14, 2019
250
N/A
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
139
$24.85 - $28.38 $3.45K - $3.94K
Innerworkings Inc
Q4 2018 Filed on Feb 14, 2019
275
N/A
JBGS
Jbg Smith Properties

Real Estate
Q4 2018 Filed on Feb 14, 2019
64
$33.75 - $40.55 $2.16K - $2.6K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Feb 14, 2019
74
N/A
Lsc Communications Inc
Q4 2018 Filed on Feb 14, 2019
106
N/A
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