Avantax Advisory Services’s Talphera TLPH Stock Holding History

Avantax Advisory Services’s Portfolio TLPH Stock Details TLPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,200	Closed	-$9K	–	1463
2022 Q3	$9K	Hold	2,200	–	–	﹤0.01%	1322
2022 Q2	$11K	Buy	+2,200	New	+$10.2K	﹤0.01%	1295

Other funds holding TLPH

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

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

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

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

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Avantax Advisory Services's TLPH Position: Q4 2022 in Review

Avantax Advisory Services sold out of Talphera (TLPH) in Q4 2022, closing a stake of 2,200 shares — an estimated $9K sold.

Avantax Advisory Services first reported a position in TLPH in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 37 funds tracked by Wall St. Rank hold TLPH as of Q4 2022.

Avantax Advisory Services reported no remaining Talphera position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,200 Talphera shares in Q4 2022, an estimated $9K.
Avantax Advisory Services first reported a position in Talphera in Q2 2022 and held it in 2 quarters.
Avantax Advisory Services's Talphera position peaked at $11K in Q2 2022.
37 funds tracked by Wall St. Rank held Talphera as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.