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Avantax Planning Partners’s Diamondback Energy FANG Stock Holding History

Avantax Planning Partners’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-43
Closed -$6K – 574
2018
Q3 		$6K Buy
+43
New +$5.49K ﹤0.01% 1021
2018
Q2 		– Sell
-8,691
Closed -$1.1M – 623
2018
Q1 		$1.1M Buy
8,691
+60
+0.7% +$7.56K 0.09% 88
2017
Q4 		$1.09M Buy
+8,631
New +$936K 0.1% 95

Other funds holding FANG

Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Avantax Planning Partners sold out of Diamondback Energy (FANG) in Q4 2018, closing a stake of 43 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in FANG in Q4 2017 and held it in 3 quarters. The position peaked at $1.1M in Q1 2018. 585 funds tracked by Wall St. Rank hold FANG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Diamondback Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 43 Diamondback Energy shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Diamondback Energy in Q4 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Diamondback Energy position peaked at $1.1M in Q1 2018.
  • 585 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2018.

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