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Avantax Planning Partners’s AXIS Capital AXS Stock Holding History

Avantax Planning Partners’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-36
Closed -$2K – 356
2018
Q3 		$2K Buy
+36
New +$2.04K ﹤0.01% 1318
2018
Q2 		– Sell
-206
Closed -$11K – 345
2018
Q1 		$11K Buy
+206
New +$10.6K ﹤0.01% 990

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VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Avantax Planning Partners sold out of AXIS Capital (AXS) in Q4 2018, closing a stake of 36 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in AXS in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2018. 272 funds tracked by Wall St. Rank hold AXS as of Q4 2018.

  • Avantax Planning Partners reported no remaining AXIS Capital position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 36 AXIS Capital shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in AXIS Capital in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's AXIS Capital position peaked at $11K in Q1 2018.
  • 272 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2018.

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