APP
FSB

Avantax Planning Partners’s Franklin Financial Network, Inc. FSB Stock Holding History

Avantax Planning Partners’s Portfolio FSB Stock Details FSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-95
Closed -$4K – 1374
2018
Q3 		$4K Buy
+95
New +$3.67K ﹤0.01% 1219

Other funds holding FSB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Avantax Planning Partners sold out of Franklin Financial Network, Inc. (FSB) in Q4 2018, closing a stake of 95 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in FSB in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 122 funds tracked by Wall St. Rank hold FSB as of Q4 2018.

  • Avantax Planning Partners reported no remaining Franklin Financial Network, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 95 Franklin Financial Network, Inc. shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Franklin Financial Network, Inc. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Franklin Financial Network, Inc. position peaked at $4K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q4 2018.

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