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Avantax Planning Partners’s Cadrenal Therapeutics CVKD Stock Holding History

Avantax Planning Partners’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,554
Closed -$53.3K – 448
2024
Q2 		$53.3K Buy
7,554
+5,667
+300% +$39.2K ﹤0.01% 459
2024
Q1 		$17.3K Buy
+1,887
New +$23.9K ﹤0.01% 461

Other funds holding CVKD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's CVKD Position: Q3 2024 in Review

Avantax Planning Partners sold out of Cadrenal Therapeutics (CVKD) in Q3 2024, closing a stake of 7,554 shares — an estimated $53.3K sold.

Avantax Planning Partners first reported a position in CVKD in Q1 2024 and held it in 2 quarters. The position peaked at $53.3K in Q2 2024. 2 funds tracked by Wall St. Rank hold CVKD as of Q3 2024.

  • Avantax Planning Partners reported no remaining Cadrenal Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 7,554 Cadrenal Therapeutics shares in Q3 2024, an estimated $53.3K.
  • Avantax Planning Partners first reported a position in Cadrenal Therapeutics in Q1 2024 and held it in 2 quarters.
  • Avantax Planning Partners's Cadrenal Therapeutics position peaked at $53.3K in Q2 2024.
  • 2 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.