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Avantax Planning Partners’s NWPX Infrastructure Inc NWPX Stock Holding History

Avantax Planning Partners’s Portfolio NWPX Stock Details NWPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$40K – 905
2018
Q3 		$40K Buy
+2,000
New +$37.9K ﹤0.01% 536
2018
Q2 		– Sell
-2,000
Closed -$35K – 1063
2018
Q1 		$35K Buy
+2,000
New +$38.5K ﹤0.01% 600

Other funds holding NWPX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

Avantax Planning Partners sold out of NWPX Infrastructure Inc (NWPX) in Q4 2018, closing a stake of 2,000 shares — an estimated $40K sold.

Avantax Planning Partners first reported a position in NWPX in Q1 2018 and held it in 2 quarters. The position peaked at $40K in Q3 2018. 75 funds tracked by Wall St. Rank hold NWPX as of Q4 2018.

  • Avantax Planning Partners reported no remaining NWPX Infrastructure Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,000 NWPX Infrastructure Inc shares in Q4 2018, an estimated $40K.
  • Avantax Planning Partners first reported a position in NWPX Infrastructure Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's NWPX Infrastructure Inc position peaked at $40K in Q3 2018.
  • 75 funds tracked by Wall St. Rank held NWPX Infrastructure Inc as of Q4 2018.

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