APP
BALL icon

Avantax Planning Partners’s Ball Corp BALL Stock Holding History

Avantax Planning Partners’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,249
Closed -$221K – 433
2024
Q3 		$221K Buy
+3,249
New +$206K 0.01% 402
2024
Q2 		– Sell
-3,249
Closed -$219K – 474
2024
Q1 		$219K Buy
+3,249
New +$198K 0.01% 427
2022
Q3 		– Sell
-3,273
Closed -$225K – 349
2022
Q2 		$225K Hold
3,273
– – 0.01% 311
2022
Q1 		$295K Sell
3,273
-95
-3% -$8.64K 0.01% 286
2021
Q4 		$324K Buy
3,368
+95
+3% +$8.78K 0.01% 264
2021
Q3 		$294K Hold
3,273
– – 0.01% 256
2021
Q2 		$265K Hold
3,273
– – 0.01% 276
2021
Q1 		$277K Buy
3,273
+15
+0.5% +$1.31K 0.01% 249
2020
Q4 		$304K Sell
3,258
-14
-0.4% -$1.29K 0.02% 218
2020
Q3 		$272K Hold
3,272
– – 0.01% 241
2020
Q2 		$227K Sell
3,272
-13
-0.4% -$879 0.01% 249
2020
Q1 		$212K Buy
3,285
+31
+1% +$2.17K 0.01% 250
2019
Q4 		$210K Sell
3,254
-113
-3% -$7.66K 0.01% 286
2019
Q3 		$245K Buy
3,367
+25
+0.7% +$1.86K 0.02% 264
2019
Q2 		$236K Buy
+3,342
New +$208K 0.02% 268
2018
Q4 		– Sell
-259
Closed -$11K – 364
2018
Q3 		$11K Buy
+259
New +$10.5K ﹤0.01% 847
2018
Q2 		– Sell
-464
Closed -$18K – 353
2018
Q1 		$18K Buy
+464
New +$18.1K ﹤0.01% 811
2017
Q4 		– Sell
-5,329
Closed -$220K – 312
2017
Q3 		$220K Sell
5,329
-100
-2% -$4.1K 0.02% 346
2017
Q2 		$229K Buy
+5,429
New +$214K 0.02% 308

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Planning Partners's BALL Position: Q4 2024 in Review

Avantax Planning Partners sold out of Ball Corp (BALL) in Q4 2024, closing a stake of 3,249 shares — an estimated $221K sold.

Avantax Planning Partners first reported a position in BALL in Q2 2017 and held it in 19 quarters. The position peaked at $324K in Q4 2021. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • Avantax Planning Partners reported no remaining Ball Corp position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 3,249 Ball Corp shares in Q4 2024, an estimated $221K.
  • Avantax Planning Partners first reported a position in Ball Corp in Q2 2017 and held it in 19 quarters.
  • Avantax Planning Partners's Ball Corp position peaked at $324K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.