APP
VISN

Avantax Planning Partners’s Vistance Networks Inc VISN Stock Holding History

Avantax Planning Partners’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-147
Closed -$5K – 458
2018
Q3 		$5K Buy
+147
New +$4.51K ﹤0.01% 1082
2018
Q2 		– Sell
-189
Closed -$8K – 475
2018
Q1 		$8K Buy
+189
New +$7.38K ﹤0.01% 1145

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Avantax Planning Partners sold out of Vistance Networks Inc (VISN) in Q4 2018, closing a stake of 147 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in VISN in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 260 funds tracked by Wall St. Rank hold VISN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vistance Networks Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 147 Vistance Networks Inc shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Vistance Networks Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vistance Networks Inc position peaked at $8K in Q1 2018.
  • 260 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q4 2018.

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