Avantax Planning Partners’s WageWorks, Inc. WAGE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-86	Closed	-$4K	–	1409
2018 Q3	$4K	Buy	+86	New	+$4.34K	﹤0.01%	1223
2018 Q2	–	Sell	-113	Closed	-$5K	–	1763
2018 Q1	$5K	Buy	+113	New	+$6.18K	﹤0.01%	1382

Other funds holding WAGE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Avantax Planning Partners sold out of WageWorks, Inc. (WAGE) in Q4 2018, closing a stake of 86 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in WAGE in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 200 funds tracked by Wall St. Rank hold WAGE as of Q4 2018.

Avantax Planning Partners reported no remaining WageWorks, Inc. position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 86 WageWorks, Inc. shares in Q4 2018, an estimated $4K.
Avantax Planning Partners first reported a position in WageWorks, Inc. in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's WageWorks, Inc. position peaked at $5K in Q1 2018.
200 funds tracked by Wall St. Rank held WageWorks, Inc. as of Q4 2018.

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