APP
CSR

Avantax Planning Partners’s Centerspace CSR Stock Holding History

Avantax Planning Partners’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,370
Closed -$233K – 349
2022
Q1 		$233K Buy
2,370
+6
+0.3% +$583 0.01% 319
2021
Q4 		$262K Sell
2,364
-395
-14% -$40.8K 0.01% 295
2021
Q3 		$261K Buy
+2,759
New +$260K 0.01% 279
2019
Q4 		– Sell
-3,098
Closed -$231K – 311
2019
Q3 		$231K Buy
+3,098
New +$207K 0.01% 275
2019
Q2 		– Sell
-3,346
Closed -$200K – 300
2019
Q1 		$200K Buy
+3,346
New +$194K 0.01% 283
2018
Q4 		– Sell
-3,623
Closed -$217K – 472
2018
Q3 		$217K Buy
3,623
+1
+0% +$55 0.02% 229
2018
Q2 		$200K Buy
3,622
+1,325
+58% +$72.2K 0.02% 230
2018
Q1 		$119K Buy
2,297
+1
+0% +$52 0.01% 381
2017
Q4 		$130K Sell
2,296
-102
-4% -$6.06K 0.01% 302
2017
Q3 		$147K Buy
2,398
+333
+16% +$20.4K 0.01% 357
2017
Q2 		$128K Buy
+2,065
New +$125K 0.01% 331

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State Street
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Renaissance Technologies
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Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
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JP Morgan Chase
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UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return