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Avantax Planning Partners’s Arrow Electronics ARW Stock Holding History

Avantax Planning Partners’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-89
Closed -$7K – 340
2018
Q3 		$7K Buy
+89
New +$6.84K ﹤0.01% 962
2018
Q2 		– Sell
-137
Closed -$11K – 322
2018
Q1 		$11K Buy
+137
New +$11.1K ﹤0.01% 988

Other funds holding ARW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Avantax Planning Partners sold out of Arrow Electronics (ARW) in Q4 2018, closing a stake of 89 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in ARW in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 360 funds tracked by Wall St. Rank hold ARW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Arrow Electronics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 89 Arrow Electronics shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Arrow Electronics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Arrow Electronics position peaked at $11K in Q1 2018.
  • 360 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2018.

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