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Avantax Planning Partners’s Emergent Biosolutions EBS Stock Holding History

Avantax Planning Partners’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,801
Closed -$313K – 286
2019
Q4 		$313K Buy
5,801
+1,176
+25% +$63.8K 0.02% 229
2019
Q3 		$242K Buy
+4,625
New +$215K 0.01% 267
2018
Q4 		– Sell
-800
Closed -$53K – 520
2018
Q3 		$53K Buy
+800
New +$46.7K ﹤0.01% 471
2018
Q2 		– Sell
-150
Closed -$8K – 554
2018
Q1 		$8K Buy
+150
New +$7.48K ﹤0.01% 1148

Other funds holding EBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avantax Planning Partners sold out of Emergent Biosolutions (EBS) in Q1 2020, closing a stake of 5,801 shares — an estimated $313K sold.

Avantax Planning Partners first reported a position in EBS in Q1 2018 and held it in 4 quarters. The position peaked at $313K in Q4 2019. 263 funds tracked by Wall St. Rank hold EBS as of Q1 2020.

  • Avantax Planning Partners reported no remaining Emergent Biosolutions position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 5,801 Emergent Biosolutions shares in Q1 2020, an estimated $313K.
  • Avantax Planning Partners first reported a position in Emergent Biosolutions in Q1 2018 and held it in 4 quarters.
  • Avantax Planning Partners's Emergent Biosolutions position peaked at $313K in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2020.

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