APP
CGRN

Avantax Planning Partners’s Capstone Green Energy Corporation Common Stock CGRN Stock Holding History

Avantax Planning Partners’s Portfolio CGRN Stock Details CGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-38
Closed – – 1277
2018
Q3 		$0 Buy
+38
New +$486 ﹤0.01% 1469
2018
Q2 		– Sell
-38
Closed – – 1594
2018
Q1 		$0 Buy
+38
New +$336 ﹤0.01% 1879

Other funds holding CGRN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Avantax Planning Partners sold out of Capstone Green Energy Corporation Common Stock (CGRN) in Q4 2018, closing a stake of 38 shares.

Avantax Planning Partners first reported a position in CGRN in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 50 funds tracked by Wall St. Rank hold CGRN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Capstone Green Energy Corporation Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 38 Capstone Green Energy Corporation Common Stock shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Capstone Green Energy Corporation Common Stock in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Capstone Green Energy Corporation Common Stock position peaked at $0 in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Capstone Green Energy Corporation Common Stock as of Q4 2018.

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