APP
A icon

Avantax Planning Partners’s Agilent Technologies A Stock Holding History

Avantax Planning Partners’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-445
Closed -$31K – 278
2018
Q3 		$31K Buy
+445
New +$29.4K ﹤0.01% 593
2018
Q2 		– Sell
-460
Closed -$31K – 238
2018
Q1 		$31K Buy
+460
New +$32.2K ﹤0.01% 632

Other funds holding A

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Planning Partners's A Position: Q4 2018 in Review

Avantax Planning Partners sold out of Agilent Technologies (A) in Q4 2018, closing a stake of 445 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in A in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 694 funds tracked by Wall St. Rank hold A as of Q4 2018.

  • Avantax Planning Partners reported no remaining Agilent Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 445 Agilent Technologies shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in Agilent Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Agilent Technologies position peaked at $31K in Q3 2018.
  • 694 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.