AWA
HEPA

Amplius Wealth Advisors’s Hepion Pharmaceuticals HEPA Stock Holding History

Amplius Wealth Advisors’s Portfolio HEPA Stock Details HEPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$7.76K – 174
2023
Q1 		$7.76K Hold
10
– – ﹤0.01% 165
2022
Q4 		$3K Buy
+10
New +$4.23K ﹤0.01% 163
2022
Q3 		– Sell
-10
Closed -$5K – 166
2022
Q2 		$5K Hold
10
– – ﹤0.01% 170
2022
Q1 		$12K Hold
10
– – ﹤0.01% 177
2021
Q4 		$11K Buy
+10
New +$13.7K ﹤0.01% 589

Other funds holding HEPA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amplius Wealth Advisors's HEPA Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Hepion Pharmaceuticals (HEPA) in Q2 2023, closing a stake of 10 shares — an estimated $7.76K sold.

Amplius Wealth Advisors first reported a position in HEPA in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 16 funds tracked by Wall St. Rank hold HEPA as of Q2 2023.

  • Amplius Wealth Advisors reported no remaining Hepion Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 10 Hepion Pharmaceuticals shares in Q2 2023, an estimated $7.76K.
  • Amplius Wealth Advisors first reported a position in Hepion Pharmaceuticals in Q4 2021 and held it in 5 quarters.
  • Amplius Wealth Advisors's Hepion Pharmaceuticals position peaked at $12K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Hepion Pharmaceuticals as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.