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Avantax Planning Partners’s First American FAF Stock Holding History

Avantax Planning Partners’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-60
Closed -$3K – 573
2018
Q3 		$3K Buy
+60
New +$3.28K ﹤0.01% 1246
2018
Q2 		– Sell
-141
Closed -$8K – 622
2018
Q1 		$8K Buy
+141
New +$8.26K ﹤0.01% 1152

Other funds holding FAF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Planning Partners sold out of First American (FAF) in Q4 2018, closing a stake of 60 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in FAF in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 373 funds tracked by Wall St. Rank hold FAF as of Q4 2018.

  • Avantax Planning Partners reported no remaining First American position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 60 First American shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in First American in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's First American position peaked at $8K in Q1 2018.
  • 373 funds tracked by Wall St. Rank held First American as of Q4 2018.

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