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Avantax Planning Partners’s Alexandria Real Estate Equities ARE Stock Holding History

Avantax Planning Partners’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-190
Closed -$24K – 336
2018
Q3 		$24K Buy
+190
New +$24K ﹤0.01% 654
2018
Q2 		– Sell
-190
Closed -$24K – 316
2018
Q1 		$24K Buy
+190
New +$23.6K ﹤0.01% 706

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Avantax Planning Partners sold out of Alexandria Real Estate Equities (ARE) in Q4 2018, closing a stake of 190 shares — an estimated $24K sold.

Avantax Planning Partners first reported a position in ARE in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 434 funds tracked by Wall St. Rank hold ARE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alexandria Real Estate Equities position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 190 Alexandria Real Estate Equities shares in Q4 2018, an estimated $24K.
  • Avantax Planning Partners first reported a position in Alexandria Real Estate Equities in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Alexandria Real Estate Equities position peaked at $24K in Q3 2018.
  • 434 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2018.

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