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Avantax Planning Partners’s Henry Schein HSIC Stock Holding History

Avantax Planning Partners’s Portfolio HSIC Stock Details HSIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-470
Closed -$31K – 686
2018
Q3 		$31K Buy
+470
New +$29.3K ﹤0.01% 600
2018
Q2 		– Sell
-539
Closed -$28K – 769
2018
Q1 		$28K Buy
+539
New +$29.9K ﹤0.01% 666

Other funds holding HSIC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Avantax Planning Partners sold out of Henry Schein (HSIC) in Q4 2018, closing a stake of 470 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in HSIC in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 577 funds tracked by Wall St. Rank hold HSIC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Henry Schein position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 470 Henry Schein shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in Henry Schein in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Henry Schein position peaked at $31K in Q3 2018.
  • 577 funds tracked by Wall St. Rank held Henry Schein as of Q4 2018.

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