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Avantax Planning Partners’s NOV NOV Stock Holding History

Avantax Planning Partners’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-236
Closed -$10K – 886
2018
Q3 		$10K Buy
+236
New +$10.6K ﹤0.01% 877
2018
Q2 		– Sell
-244
Closed -$9K – 1037
2018
Q1 		$9K Buy
+244
New +$8.95K ﹤0.01% 1103

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First Eagle Investment Management
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Avantax Planning Partners sold out of NOV (NOV) in Q4 2018, closing a stake of 236 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in NOV in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 548 funds tracked by Wall St. Rank hold NOV as of Q4 2018.

  • Avantax Planning Partners reported no remaining NOV position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 236 NOV shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in NOV in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's NOV position peaked at $10K in Q3 2018.
  • 548 funds tracked by Wall St. Rank held NOV as of Q4 2018.

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