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Avantax Planning Partners’s Green Brick Partners GRBK Stock Holding History

Avantax Planning Partners’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-84
Closed -$1K – 644
2018
Q3 		$1K Buy
+84
New +$842 ﹤0.01% 1415
2018
Q2 		– Sell
-84
Closed -$1K – 717
2018
Q1 		$1K Buy
+84
New +$918 ﹤0.01% 1707

Other funds holding GRBK

GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $21M AUM 6.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BRCA
Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return
SCM
SCW Capital Management Dallas, Texas $44M AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

Avantax Planning Partners sold out of Green Brick Partners (GRBK) in Q4 2018, closing a stake of 84 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in GRBK in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 69 funds tracked by Wall St. Rank hold GRBK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Green Brick Partners position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 84 Green Brick Partners shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Green Brick Partners in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Green Brick Partners position peaked at $1K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Green Brick Partners as of Q4 2018.

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