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LOXO

Avantax Planning Partners’s Loxo Oncology, Inc LOXO Stock Holding History

Avantax Planning Partners’s Portfolio LOXO Stock Details LOXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-28
Closed -$5K – 1428
2018
Q3 		$5K Buy
+28
New +$4.71K ﹤0.01% 1131
2018
Q2 		– Sell
-6
Closed – – 1791
2018
Q1 		$0 Buy
+6
New +$638 ﹤0.01% 1901

Other funds holding LOXO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avantax Planning Partners sold out of Loxo Oncology, Inc (LOXO) in Q4 2018, closing a stake of 28 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in LOXO in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 232 funds tracked by Wall St. Rank hold LOXO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Loxo Oncology, Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 28 Loxo Oncology, Inc shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Loxo Oncology, Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Loxo Oncology, Inc position peaked at $5K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Loxo Oncology, Inc as of Q4 2018.

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