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
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q4 2018 Filed on Feb 14, 2019
152
$23.19 - $27.93 $3.52K - $4.25K
SXT
Sensient Technologies Corp

Basic Materials
Q4 2018 Filed on Feb 14, 2019
65
$52.81 - $77.82 $3.43K - $5.06K
HAS
Hasbro, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
658
$78.02 - $105.69 $51.3K - $69.5K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1,004
$31.91 - $45.65 $32K - $45.8K
IEP
Icahn Enterprises L.P.

Industrials
Q4 2018 Filed on Feb 14, 2019
431
$50.65 - $74.38 $21.8K - $32.1K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2018 Filed on Feb 14, 2019
679
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q4 2018 Filed on Feb 14, 2019
463
N/A
FPI
Farmland Partners Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
3,700
$4.5 - $7.74 $16.7K - $28.6K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q4 2018 Filed on Feb 14, 2019
937
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
29
$148.32 - $175.64 $4.3K - $5.09K
BWXT
Bwx Technologies, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
226
$36.76 - $63.18 $8.31K - $14.3K
AVY
Avery Dennison Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
73
$83.79 - $109.14 $6.12K - $7.97K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
469
$33.97 - $43.63 $15.9K - $20.5K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2018 Filed on Feb 14, 2019
833
$31.98 - $38.21 $26.6K - $31.8K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
190
$110.28 - $127.08 $21K - $24.1K
IYY
Ishares Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
44
N/A
PTR
Petrochina CO LTD

Energy
Q4 2018 Filed on Feb 14, 2019
70
$60.07 - $82.83 $4.2K - $5.8K
AKAM
Akamai Technologies Inc

Technology
Q4 2018 Filed on Feb 14, 2019
420
$58.33 - $72.55 $24.5K - $30.5K
THC
Tenet Healthcare Corp

Healthcare
Q4 2018 Filed on Feb 14, 2019
1,093
$16.85 - $29.29 $18.4K - $32K
TER
Teradyne, Inc

Technology
Q4 2018 Filed on Feb 14, 2019
69
$28.94 - $36.93 $2K - $2.55K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2018 Filed on Feb 14, 2019
52
$37.05 - $47.46 $1.93K - $2.47K
RMD
Resmed Inc

Healthcare
Q4 2018 Filed on Feb 14, 2019
90
$98.06 - $115.33 $8.83K - $10.4K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
78
$76.3 - $103.33 $5.95K - $8.06K
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
436
$34.32 - $38.12 $15K - $16.6K
CGNX
Cognex Corp

Technology
Q4 2018 Filed on Feb 14, 2019
269
$34.94 - $56.84 $9.4K - $15.3K
PHM
Pultegroup Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
764
$20.88 - $26.82 $16K - $20.5K
EPP
Ishares Inc

ETFs
Q4 2018 Filed on Feb 14, 2019
290
$39.46 - $45.44 $11.4K - $13.2K
MAS
Masco Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
545
$27.45 - $36.5 $15K - $19.9K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
600
$43.83 - $64.59 $26.3K - $38.8K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2018 Filed on Feb 14, 2019
17
N/A
WBK
Westpac Banking Corporation

Financial Services
Q4 2018 Filed on Feb 14, 2019
185
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q4 2018 Filed on Feb 14, 2019
137
$107.21 - $140.59 $14.7K - $19.3K
PRFT
Perficient Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,000
$21.08 - $26.56 $21.1K - $26.6K
USD
Proshares Ultra Semiconductors

ETFs
Q4 2018 Filed on Feb 14, 2019
510
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
4,531
$19.36 - $22.61 $87.7K - $102K
WHR
Whirlpool Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
119
$101.72 - $126.53 $12.1K - $15.1K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
68
$111.31 - $173.7 $7.57K - $11.8K
J
Jacobs Engineering Group Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
100
$55.24 - $80.92 $5.52K - $8.09K
CNP
Centerpoint Energy Inc

Utilities
Q4 2018 Filed on Feb 14, 2019
666
$26.96 - $29.34 $18K - $19.5K
TTEK
Tetra Tech Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
141
$49.08 - $72.33 $6.92K - $10.2K
ERF
Enerplus Corp

Energy
Q4 2018 Filed on Feb 14, 2019
1,911
$7.1 - $12.87 $13.6K - $24.6K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
140
$25.47 - $30.46 $3.57K - $4.26K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
1,260
$16.49 - $18.9 $20.8K - $23.8K
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
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