Avantax Planning Partners’s Sonic Corp SONC Stock Holding History

Avantax Planning Partners’s Portfolio SONC Stock Details SONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-100	Closed	-$4K	–	1437
2018 Q3	$4K	Buy	+100	New	+$3.59K	﹤0.01%	1226
2018 Q2	–	Sell	-100	Closed	-$3K	–	1809
2018 Q1	$3K	Buy	+100	New	+$2.54K	﹤0.01%	1565

Other funds holding SONC

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Avantax Planning Partners sold out of Sonic Corp (SONC) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in SONC in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 1 fund tracked by Wall St. Rank holds SONC as of Q4 2018.

Avantax Planning Partners reported no remaining Sonic Corp position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 100 Sonic Corp shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in Sonic Corp in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Sonic Corp position peaked at $4K in Q3 2018.
1 fund tracked by Wall St. Rank held Sonic Corp as of Q4 2018.

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