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Avantax Planning Partners’s Sally Beauty Holdings SBH Stock Holding History

Avantax Planning Partners’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-27
Closed – – 1235
2018
Q1 		$0 Buy
+27
New +$463 ﹤0.01% 1860

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Vanguard Group
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Janus Henderson Group
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
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BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Avantax Planning Partners's SBH Position: Q2 2018 in Review

Avantax Planning Partners sold out of Sally Beauty Holdings (SBH) in Q2 2018, closing a stake of 27 shares.

Avantax Planning Partners first reported a position in SBH in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 234 funds tracked by Wall St. Rank hold SBH as of Q2 2018.

  • Avantax Planning Partners reported no remaining Sally Beauty Holdings position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 27 Sally Beauty Holdings shares in Q2 2018.
  • Avantax Planning Partners first reported a position in Sally Beauty Holdings in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Sally Beauty Holdings position peaked at $0 in Q1 2018.
  • 234 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.