APP
CTLT

Avantax Planning Partners’s CATALENT, INC. CTLT Stock Holding History

Avantax Planning Partners’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-82
Closed -$3K – 1556
2018
Q1 		$3K Buy
+82
New +$3.49K ﹤0.01% 1546

Other funds holding CTLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Avantax Planning Partners sold out of CATALENT, INC. (CTLT) in Q2 2018, closing a stake of 82 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in CTLT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 262 funds tracked by Wall St. Rank hold CTLT as of Q2 2018.

  • Avantax Planning Partners reported no remaining CATALENT, INC. position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 82 CATALENT, INC. shares in Q2 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in CATALENT, INC. in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's CATALENT, INC. position peaked at $3K in Q1 2018.
  • 262 funds tracked by Wall St. Rank held CATALENT, INC. as of Q2 2018.

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