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Avantax Planning Partners’s Axalta AXTA Stock Holding History

Avantax Planning Partners’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-83
Closed -$3K – 346
2018
Q1 		$3K Buy
+83
New +$2.59K ﹤0.01% 1490

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Diamond Hill Capital Management
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SCP
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SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Planning Partners's AXTA Position: Q2 2018 in Review

Avantax Planning Partners sold out of Axalta (AXTA) in Q2 2018, closing a stake of 83 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in AXTA in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 361 funds tracked by Wall St. Rank hold AXTA as of Q2 2018.

  • Avantax Planning Partners reported no remaining Axalta position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 83 Axalta shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Axalta in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Axalta position peaked at $3K in Q1 2018.
  • 361 funds tracked by Wall St. Rank held Axalta as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.