APP
PRA

Avantax Planning Partners’s ProAssurance PRA Stock Holding History

Avantax Planning Partners’s Portfolio PRA Stock Details PRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-89
Closed -$4K – 969
2018
Q3 		$4K Buy
+89
New +$3.92K ﹤0.01% 1187
2018
Q2 		– Sell
-191
Closed -$9K – 1156
2018
Q1 		$9K Buy
+191
New +$9.93K ﹤0.01% 1106

Other funds holding PRA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Avantax Planning Partners sold out of ProAssurance (PRA) in Q4 2018, closing a stake of 89 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in PRA in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 218 funds tracked by Wall St. Rank hold PRA as of Q4 2018.

  • Avantax Planning Partners reported no remaining ProAssurance position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 89 ProAssurance shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in ProAssurance in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ProAssurance position peaked at $9K in Q1 2018.
  • 218 funds tracked by Wall St. Rank held ProAssurance as of Q4 2018.

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