Avantax Planning Partners’s Nasdaq NDAQ Stock Holding History

Avantax Planning Partners’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,123	Closed	-$89K	–	871
2018 Q3	$89K	Buy	+3,123	New	+$96.2K	0.01%	373
2018 Q2	–	Sell	-3,231	Closed	-$93K	–	1019
2018 Q1	$93K	Buy	+3,231	New	+$87.2K	0.01%	418

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

Avantax Planning Partners sold out of Nasdaq (NDAQ) in Q4 2018, closing a stake of 3,123 shares — an estimated $89K sold.

Avantax Planning Partners first reported a position in NDAQ in Q1 2018 and held it in 2 quarters. The position peaked at $93K in Q1 2018. 525 funds tracked by Wall St. Rank hold NDAQ as of Q4 2018.

Avantax Planning Partners reported no remaining Nasdaq position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 3,123 Nasdaq shares in Q4 2018, an estimated $89K.
Avantax Planning Partners first reported a position in Nasdaq in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Nasdaq position peaked at $93K in Q1 2018.
525 funds tracked by Wall St. Rank held Nasdaq as of Q4 2018.

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