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Avantax Planning Partners’s Rambus RMBS Stock Holding History

Avantax Planning Partners’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,600
Closed -$480K – 380
2023
Q3 		$480K Hold
8,600
– – 0.02% 229
2023
Q2 		$552K Hold
8,600
– – 0.02% 222
2023
Q1 		$441K Hold
8,600
– – 0.02% 244
2022
Q4 		$308K Buy
+8,600
New +$291K 0.01% 294

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Avantax Planning Partners's RMBS Position: Q4 2023 in Review

Avantax Planning Partners sold out of Rambus (RMBS) in Q4 2023, closing a stake of 8,600 shares — an estimated $480K sold.

Avantax Planning Partners first reported a position in RMBS in Q4 2022 and held it in 4 quarters. The position peaked at $552K in Q2 2023. 398 funds tracked by Wall St. Rank hold RMBS as of Q4 2023.

  • Avantax Planning Partners reported no remaining Rambus position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 8,600 Rambus shares in Q4 2023, an estimated $480K.
  • Avantax Planning Partners first reported a position in Rambus in Q4 2022 and held it in 4 quarters.
  • Avantax Planning Partners's Rambus position peaked at $552K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Rambus as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.