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Avantax Planning Partners’s Carpenter Technology CRS Stock Holding History

Avantax Planning Partners’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-227
Closed -$10K – 489
2018
Q1 		$10K Buy
+227
New +$11.4K ﹤0.01% 1042

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

Avantax Planning Partners sold out of Carpenter Technology (CRS) in Q2 2018, closing a stake of 227 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in CRS in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 245 funds tracked by Wall St. Rank hold CRS as of Q2 2018.

  • Avantax Planning Partners reported no remaining Carpenter Technology position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 227 Carpenter Technology shares in Q2 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Carpenter Technology in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Carpenter Technology position peaked at $10K in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2018.

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