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Avion Wealth’s Avalo Therapeutics AVTX Stock Holding History

Avion Wealth’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed – – 1229
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1196
2025
Q2 		$0 Hold
5
– – ﹤0.01% 1157
2025
Q1 		$0 Buy
+5
New +$38 ﹤0.01% 1015
2024
Q4 		– Sell
-5
Closed – – 1002
2024
Q3 		$0 Buy
+5
New +$52 ﹤0.01% 995

Other funds holding AVTX

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avion Wealth's AVTX Position: Q4 2025 in Review

Avion Wealth sold out of Avalo Therapeutics (AVTX) in Q4 2025, closing a stake of 5 shares.

Avion Wealth first reported a position in AVTX in Q3 2024 and held it in 4 quarters. The position peaked at $0 in Q3 2025. 84 funds tracked by Wall St. Rank hold AVTX as of Q4 2025.

  • Avion Wealth reported no remaining Avalo Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 5 Avalo Therapeutics shares in Q4 2025.
  • Avion Wealth first reported a position in Avalo Therapeutics in Q3 2024 and held it in 4 quarters.
  • Avion Wealth's Avalo Therapeutics position peaked at $0 in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.