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Avantax Planning Partners’s Affinity Bancshares AFBI Stock Holding History

Avantax Planning Partners’s Portfolio AFBI Stock Details AFBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-159
Closed -$2K – 293
2018
Q3 		$2K Buy
+159
New +$2.03K ﹤0.01% 1314
2018
Q2 		– Sell
-159
Closed -$2K – 259
2018
Q1 		$2K Buy
+159
New +$2.01K ﹤0.01% 1573

Other funds holding AFBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Avantax Planning Partners sold out of Affinity Bancshares (AFBI) in Q4 2018, closing a stake of 159 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in AFBI in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 15 funds tracked by Wall St. Rank hold AFBI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Affinity Bancshares position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 159 Affinity Bancshares shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Affinity Bancshares in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Affinity Bancshares position peaked at $2K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Affinity Bancshares as of Q4 2018.

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