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Avantax Planning Partners’s Digi International DGII Stock Holding History

Avantax Planning Partners’s Portfolio DGII Stock Details DGII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-28,377
Closed -$503K – 281
2019
Q4 		$503K Hold
28,377
– – 0.03% 175
2019
Q3 		$386K Buy
+28,377
New +$374K 0.02% 203

Other funds holding DGII

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MPI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRC
North Run Capital Boston, Massachusetts $43.5M AUM 38.24% 1-Year Est. Return

Avantax Planning Partners's DGII Position: Q1 2020 in Review

Avantax Planning Partners sold out of Digi International (DGII) in Q1 2020, closing a stake of 28,377 shares — an estimated $503K sold.

Avantax Planning Partners first reported a position in DGII in Q3 2019 and held it in 2 quarters. The position peaked at $503K in Q4 2019. 120 funds tracked by Wall St. Rank hold DGII as of Q1 2020.

  • Avantax Planning Partners reported no remaining Digi International position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 28,377 Digi International shares in Q1 2020, an estimated $503K.
  • Avantax Planning Partners first reported a position in Digi International in Q3 2019 and held it in 2 quarters.
  • Avantax Planning Partners's Digi International position peaked at $503K in Q4 2019.
  • 120 funds tracked by Wall St. Rank held Digi International as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.