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Atria Wealth Solutions’s Annovis Bio ANVS Stock Holding History

Atria Wealth Solutions’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,002
Closed -$65.4K – 1863
2024
Q4 		$65.4K Buy
+13,002
New +$94.1K ﹤0.01% 1926

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Atria Wealth Solutions's ANVS Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Annovis Bio (ANVS) in Q1 2025, closing a stake of 13,002 shares — an estimated $65.4K sold.

Atria Wealth Solutions first reported a position in ANVS in Q4 2024 and held it in 1 quarter. The position peaked at $65.4K in Q4 2024. 44 funds tracked by Wall St. Rank hold ANVS as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Annovis Bio position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 13,002 Annovis Bio shares in Q1 2025, an estimated $65.4K.
  • Atria Wealth Solutions first reported a position in Annovis Bio in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Annovis Bio position peaked at $65.4K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.