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Avantax Planning Partners’s FirstCash FCFS Stock Holding History

Avantax Planning Partners’s Portfolio FCFS Stock Details FCFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-123
Closed -$10K – 576
2018
Q3 		$10K Buy
+123
New +$10.4K ﹤0.01% 872
2018
Q2 		– Sell
-89
Closed -$7K – 626
2018
Q1 		$7K Buy
+89
New +$6.64K ﹤0.01% 1193

Other funds holding FCFS

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Avantax Planning Partners sold out of FirstCash (FCFS) in Q4 2018, closing a stake of 123 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in FCFS in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 253 funds tracked by Wall St. Rank hold FCFS as of Q4 2018.

  • Avantax Planning Partners reported no remaining FirstCash position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 123 FirstCash shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in FirstCash in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's FirstCash position peaked at $10K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held FirstCash as of Q4 2018.

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