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Avantax Planning Partners’s Marriott Vacations Worldwide VAC Stock Holding History

Avantax Planning Partners’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-39
Closed -$4K – 1149
2018
Q3 		$4K Buy
+39
New +$4.61K ﹤0.01% 1200

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State Street
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VBA
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Northern Trust
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Avantax Planning Partners's VAC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Marriott Vacations Worldwide (VAC) in Q4 2018, closing a stake of 39 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in VAC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 327 funds tracked by Wall St. Rank hold VAC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Marriott Vacations Worldwide position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 39 Marriott Vacations Worldwide shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Marriott Vacations Worldwide in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Marriott Vacations Worldwide position peaked at $4K in Q3 2018.
  • 327 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q4 2018.

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