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Avantax Planning Partners’s The GEO Group GEO Stock Holding History

Avantax Planning Partners’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-124
Closed -$3K – 631
2018
Q3 		$3K Buy
+124
New +$3.17K ﹤0.01% 1250
2018
Q2 		– Sell
-188
Closed -$4K – 694
2018
Q1 		$4K Buy
+188
New +$4.08K ﹤0.01% 1412

Other funds holding GEO

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Planning Partners sold out of The GEO Group (GEO) in Q4 2018, closing a stake of 124 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in GEO in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 253 funds tracked by Wall St. Rank hold GEO as of Q4 2018.

  • Avantax Planning Partners reported no remaining The GEO Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 124 The GEO Group shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in The GEO Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's The GEO Group position peaked at $4K in Q1 2018.
  • 253 funds tracked by Wall St. Rank held The GEO Group as of Q4 2018.

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