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Avantax Planning Partners’s Integra LifeSciences IART Stock Holding History

Avantax Planning Partners’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33
Closed -$2K – 697
2018
Q3 		$2K Buy
+33
New +$2.05K ﹤0.01% 1340
2018
Q2 		– Sell
-498
Closed -$27K – 787
2018
Q1 		$27K Buy
+498
New +$26.1K ﹤0.01% 676

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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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Integra LifeSciences (IART) in Q4 2018, closing a stake of 33 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in IART in Q1 2018 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 248 funds tracked by Wall St. Rank hold IART as of Q4 2018.

  • Avantax Planning Partners reported no remaining Integra LifeSciences position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 33 Integra LifeSciences shares in Q4 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Integra LifeSciences in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Integra LifeSciences position peaked at $27K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Integra LifeSciences as of Q4 2018.

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