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Avantax Planning Partners’s Autoliv ALV Stock Holding History

Avantax Planning Partners’s Portfolio ALV Stock Details ALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-207
Closed -$18K – 315
2018
Q3 		$18K Buy
+207
New +$19.7K ﹤0.01% 724
2018
Q2 		– Sell
-287
Closed -$30K – 287
2018
Q1 		$30K Buy
+287
New +$29.6K ﹤0.01% 644

Other funds holding ALV

CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Avantax Planning Partners sold out of Autoliv (ALV) in Q4 2018, closing a stake of 207 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in ALV in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2018. 248 funds tracked by Wall St. Rank hold ALV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Autoliv position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 207 Autoliv shares in Q4 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in Autoliv in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Autoliv position peaked at $30K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Autoliv as of Q4 2018.

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