APP
LUMO

Avantax Planning Partners’s Lumos Pharma, Inc. Common Stock LUMO Stock Holding History

Avantax Planning Partners’s Portfolio LUMO Stock Details LUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed – – 1252
2018
Q3 		$0 Buy
+12
New +$365 ﹤0.01% 1468
2018
Q2 		– Sell
-12
Closed -$1K – 1557
2018
Q1 		$1K Buy
+12
New +$850 ﹤0.01% 1777

Other funds holding LUMO

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Planning Partners sold out of Lumos Pharma, Inc. Common Stock (LUMO) in Q4 2018, closing a stake of 12 shares.

Avantax Planning Partners first reported a position in LUMO in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 87 funds tracked by Wall St. Rank hold LUMO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Lumos Pharma, Inc. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 12 Lumos Pharma, Inc. Common Stock shares in Q4 2018.
  • Avantax Planning Partners first reported a position in Lumos Pharma, Inc. Common Stock in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Lumos Pharma, Inc. Common Stock position peaked at $1K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held Lumos Pharma, Inc. Common Stock as of Q4 2018.

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