APP
ZVRA icon

Avantax Planning Partners’s Zevra Therapeutics ZVRA Stock Holding History

Avantax Planning Partners’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-39
Closed -$3K – 1237
2018
Q3 		$3K Buy
+39
New +$3.05K ﹤0.01% 1285
2018
Q2 		– Sell
-39
Closed -$5K – 1529
2018
Q1 		$5K Buy
+39
New +$3.77K ﹤0.01% 1371

Other funds holding ZVRA

DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
Cowen Inc New York $1.39B AUM 60.14% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return

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

Avantax Planning Partners sold out of Zevra Therapeutics (ZVRA) in Q4 2018, closing a stake of 39 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in ZVRA in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 38 funds tracked by Wall St. Rank hold ZVRA as of Q4 2018.

  • Avantax Planning Partners reported no remaining Zevra Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 39 Zevra Therapeutics shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Zevra Therapeutics in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Zevra Therapeutics position peaked at $5K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q4 2018.

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