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Avantax Planning Partners’s Navient NAVI Stock Holding History

Avantax Planning Partners’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-968
Closed -$13K – 869
2018
Q3 		$13K Buy
+968
New +$13.1K ﹤0.01% 814
2018
Q2 		– Sell
-1,075
Closed -$14K – 1016
2018
Q1 		$14K Buy
+1,075
New +$14.6K ﹤0.01% 914

Other funds holding NAVI

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Avantax Planning Partners sold out of Navient (NAVI) in Q4 2018, closing a stake of 968 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in NAVI in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 334 funds tracked by Wall St. Rank hold NAVI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Navient position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 968 Navient shares in Q4 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in Navient in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Navient position peaked at $14K in Q1 2018.
  • 334 funds tracked by Wall St. Rank held Navient as of Q4 2018.

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