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Avantax Planning Partners’s Humana HUM Stock Holding History

Avantax Planning Partners’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-565
Closed -$207K – 292
2019
Q4 		$207K Buy
+565
New +$179K 0.01% 288
2018
Q4 		– Sell
-318
Closed -$108K – 689
2018
Q3 		$108K Buy
+318
New +$103K 0.01% 331
2018
Q2 		– Sell
-483
Closed -$130K – 776
2018
Q1 		$130K Buy
+483
New +$131K 0.01% 358

Other funds holding HUM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avantax Planning Partners's HUM Position: Q1 2020 in Review

Avantax Planning Partners sold out of Humana (HUM) in Q1 2020, closing a stake of 565 shares — an estimated $207K sold.

Avantax Planning Partners first reported a position in HUM in Q1 2018 and held it in 3 quarters. The position peaked at $207K in Q4 2019. 782 funds tracked by Wall St. Rank hold HUM as of Q1 2020.

  • Avantax Planning Partners reported no remaining Humana position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 565 Humana shares in Q1 2020, an estimated $207K.
  • Avantax Planning Partners first reported a position in Humana in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Humana position peaked at $207K in Q4 2019.
  • 782 funds tracked by Wall St. Rank held Humana as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.