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Avantax Planning Partners’s Axogen AXGN Stock Holding History

Avantax Planning Partners’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-827
Closed -$30K – 354
2018
Q3 		$30K Buy
+827
New +$36.1K ﹤0.01% 607
2018
Q2 		– Sell
-800
Closed -$29K – 342
2018
Q1 		$29K Buy
+800
New +$24.5K ﹤0.01% 654

Other funds holding AXGN

ACH
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EWM
Essex Woodlands Management The Woodlands, Texas $251M AUM 13.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

Avantax Planning Partners sold out of Axogen (AXGN) in Q4 2018, closing a stake of 827 shares — an estimated $30K sold.

Avantax Planning Partners first reported a position in AXGN in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 146 funds tracked by Wall St. Rank hold AXGN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Axogen position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 827 Axogen shares in Q4 2018, an estimated $30K.
  • Avantax Planning Partners first reported a position in Axogen in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Axogen position peaked at $30K in Q3 2018.
  • 146 funds tracked by Wall St. Rank held Axogen as of Q4 2018.

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