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Avantax Planning Partners’s At Home Group Inc. HOME Stock Holding History

Avantax Planning Partners’s Portfolio HOME Stock Details HOME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-159
Closed -$5K – 1342
2018
Q3 		$5K Buy
+159
New +$5.61K ﹤0.01% 1124

Other funds holding HOME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
IP
Isomer Partners New York $74.3M AUM 23.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Avantax Planning Partners sold out of At Home Group Inc. (HOME) in Q4 2018, closing a stake of 159 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in HOME in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 156 funds tracked by Wall St. Rank hold HOME as of Q4 2018.

  • Avantax Planning Partners reported no remaining At Home Group Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 159 At Home Group Inc. shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in At Home Group Inc. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's At Home Group Inc. position peaked at $5K in Q3 2018.
  • 156 funds tracked by Wall St. Rank held At Home Group Inc. as of Q4 2018.

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