APP
AUD

Avantax Planning Partners’s Audacy, Inc. AUD Stock Holding History

Avantax Planning Partners’s Portfolio AUD Stock Details AUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-273
Closed -$2K – 1286
2018
Q3 		$2K Buy
+273
New +$2.12K ﹤0.01% 1381
2018
Q2 		– Sell
-291
Closed -$3K – 1604
2018
Q1 		$3K Buy
+291
New +$3.02K ﹤0.01% 1549

Other funds holding AUD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HSC
Harbor Spring Capital New York $12.3M AUM

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

Avantax Planning Partners sold out of Audacy, Inc. (AUD) in Q4 2018, closing a stake of 273 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in AUD in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 179 funds tracked by Wall St. Rank hold AUD as of Q4 2018.

  • Avantax Planning Partners reported no remaining Audacy, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 273 Audacy, Inc. shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Audacy, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Audacy, Inc. position peaked at $3K in Q1 2018.
  • 179 funds tracked by Wall St. Rank held Audacy, Inc. as of Q4 2018.

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