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Avantax Planning Partners’s Virtu Financial VIRT Stock Holding History

Avantax Planning Partners’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-250
Closed -$5K – 1163
2018
Q3 		$5K Buy
+250
New +$5.7K ﹤0.01% 1119

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William Blair Investment Management
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Fidelity Investments
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BlackRock
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Avantax Planning Partners sold out of Virtu Financial (VIRT) in Q4 2018, closing a stake of 250 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in VIRT in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 194 funds tracked by Wall St. Rank hold VIRT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Virtu Financial position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 250 Virtu Financial shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Virtu Financial in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Virtu Financial position peaked at $5K in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Virtu Financial as of Q4 2018.

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