APP
NBIS

Avantax Planning Partners’s Nebius Group N.V. NBIS Stock Holding History

Avantax Planning Partners’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$7K – 1241
2018
Q3 		$7K Buy
+200
New +$6.77K ﹤0.01% 998

Other funds holding NBIS

O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Avantax Planning Partners sold out of Nebius Group N.V. (NBIS) in Q4 2018, closing a stake of 200 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in NBIS in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 250 funds tracked by Wall St. Rank hold NBIS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nebius Group N.V. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 200 Nebius Group N.V. shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Nebius Group N.V. in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Nebius Group N.V. position peaked at $7K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q4 2018.

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