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Avantax Planning Partners’s Altimmune ALT Stock Holding History

Avantax Planning Partners’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-50
Closed -$2K – 286
2018
Q1 		$2K Buy
+50
New +$2.51K ﹤0.01% 1577
2017
Q2 		– Sell
-50
Closed -$12K – 340
2017
Q1 		$12K Hold
50
– – ﹤0.01% 331
2016
Q4 		$49K Buy
+50
New +$44.8K 0.01% 311

Other funds holding ALT

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Avantax Planning Partners's ALT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Altimmune (ALT) in Q2 2018, closing a stake of 50 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in ALT in Q4 2016 and held it in 3 quarters. The position peaked at $49K in Q4 2016. 25 funds tracked by Wall St. Rank hold ALT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Altimmune position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 50 Altimmune shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Altimmune in Q4 2016 and held it in 3 quarters.
  • Avantax Planning Partners's Altimmune position peaked at $49K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held Altimmune as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.