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Avantax Planning Partners’s Campbell Soup CPB Stock Holding History

Avantax Planning Partners’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-981
Closed -$36K – 461
2018
Q3 		$36K Buy
+981
New +$40K ﹤0.01% 558
2018
Q2 		– Sell
-700
Closed -$30K – 479
2018
Q1 		$30K Buy
+700
New +$31.5K ﹤0.01% 647

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avantax Planning Partners sold out of Campbell Soup (CPB) in Q4 2018, closing a stake of 981 shares — an estimated $36K sold.

Avantax Planning Partners first reported a position in CPB in Q1 2018 and held it in 2 quarters. The position peaked at $36K in Q3 2018. 532 funds tracked by Wall St. Rank hold CPB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Campbell Soup position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 981 Campbell Soup shares in Q4 2018, an estimated $36K.
  • Avantax Planning Partners first reported a position in Campbell Soup in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Campbell Soup position peaked at $36K in Q3 2018.
  • 532 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2018.

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