Avantax Planning Partners’s Cintas CTAS Stock Holding History

Avantax Planning Partners’s Portfolio CTAS Stock Details CTAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,896	Closed	-$228K	–	374
2023 Q3	$228K	Sell	1,896 -2,732	-59%	-$340K	0.01%	330
2023 Q2	$575K	Sell	4,628 -452	-9%	-$53K	0.02%	220
2023 Q1	$588K	Sell	5,080 -720	-12%	-$79.4K	0.02%	220
2022 Q4	$655K	Sell	5,800 -572	-9%	-$61.9K	0.03%	211
2022 Q3	$618K	Buy	+6,372	New	+$651K	0.03%	203
2018 Q2	–	Sell	-92	Closed	-$3K	–	495
2018 Q1	$3K	Buy	+92	New	+$3.82K	﹤0.01%	1500

Other funds holding CTAS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Avantax Planning Partners's CTAS Position: Q4 2023 in Review

Avantax Planning Partners sold out of Cintas (CTAS) in Q4 2023, closing a stake of 1,896 shares — an estimated $228K sold.

Avantax Planning Partners first reported a position in CTAS in Q1 2018 and held it in 6 quarters. The position peaked at $655K in Q4 2022. 1,165 funds tracked by Wall St. Rank hold CTAS as of Q4 2023.

Avantax Planning Partners reported no remaining Cintas position as of Q4 2023 after selling out during the quarter.
Avantax Planning Partners sold 1,896 Cintas shares in Q4 2023, an estimated $228K.
Avantax Planning Partners first reported a position in Cintas in Q1 2018 and held it in 6 quarters.
Avantax Planning Partners's Cintas position peaked at $655K in Q4 2022.
1,165 funds tracked by Wall St. Rank held Cintas as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.