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Avantax Planning Partners’s Five Below FIVE Stock Holding History

Avantax Planning Partners’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-370
Closed -$27K – 647
2018
Q1 		$27K Buy
+370
New +$24.9K ﹤0.01% 674

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Avantax Planning Partners's FIVE Position: Q2 2018 in Review

Avantax Planning Partners sold out of Five Below (FIVE) in Q2 2018, closing a stake of 370 shares — an estimated $27K sold.

Avantax Planning Partners first reported a position in FIVE in Q1 2018 and held it in 1 quarter. The position peaked at $27K in Q1 2018. 367 funds tracked by Wall St. Rank hold FIVE as of Q2 2018.

  • Avantax Planning Partners reported no remaining Five Below position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 370 Five Below shares in Q2 2018, an estimated $27K.
  • Avantax Planning Partners first reported a position in Five Below in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Five Below position peaked at $27K in Q1 2018.
  • 367 funds tracked by Wall St. Rank held Five Below as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.