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Avantax Planning Partners’s Editas Medicine EDIT Stock Holding History

Avantax Planning Partners’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-62
Closed -$2K – 524
2018
Q3 		$2K Buy
+62
New +$2K ﹤0.01% 1329
2018
Q2 		– Sell
-132
Closed -$4K – 558
2018
Q1 		$4K Buy
+132
New +$4.7K ﹤0.01% 1405

Other funds holding EDIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Avantax Planning Partners's EDIT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Editas Medicine (EDIT) in Q4 2018, closing a stake of 62 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in EDIT in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 194 funds tracked by Wall St. Rank hold EDIT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Editas Medicine position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 62 Editas Medicine shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Editas Medicine in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Editas Medicine position peaked at $4K in Q1 2018.
  • 194 funds tracked by Wall St. Rank held Editas Medicine as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.