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

Other funds holding CSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Avantax Planning Partners's CSR Position: Q2 2022 in Review

Avantax Planning Partners sold out of Centerspace (CSR) in Q2 2022, closing a stake of 2,370 shares — an estimated $233K sold.

Avantax Planning Partners first reported a position in CSR in Q2 2017 and held it in 11 quarters. The position peaked at $262K in Q4 2021. 176 funds tracked by Wall St. Rank hold CSR as of Q2 2022.

Avantax Planning Partners reported no remaining Centerspace position as of Q2 2022 after selling out during the quarter.
Avantax Planning Partners sold 2,370 Centerspace shares in Q2 2022, an estimated $233K.
Avantax Planning Partners first reported a position in Centerspace in Q2 2017 and held it in 11 quarters.
Avantax Planning Partners's Centerspace position peaked at $262K in Q4 2021.
176 funds tracked by Wall St. Rank held Centerspace as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.