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Avior Wealth Management’s Avalo Therapeutics AVTX Stock Holding History

Avior Wealth Management’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
2019
Q3 		– Hold
0
– -$4K – 773
2019
Q2 		– Hold
0
– – – 662
2019
Q1 		– Hold
0
– – – 606
2018
Q4 		– Sell
-1
Closed -$11.1K – 676
2018
Q3 		$12K Sell
1
-1
-50% -$13.1K ﹤0.01% 565
2018
Q2 		$22K Buy
+2
New +$23.8K 0.01% 532
2018
Q1 		– Hold
0
– – – 638
2017
Q4 		– Hold
0
– – – 671

Other funds holding AVTX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avior Wealth Management's AVTX Position: Q3 2019 in Review

Avior Wealth Management held its Avalo Therapeutics (AVTX) position steady in Q3 2019 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Avior Wealth Management first reported a position in AVTX in Q2 2018 and has held it in 2 quarters since. The position peaked at $22K in Q2 2018. 36 funds tracked by Wall St. Rank hold AVTX as of Q3 2019.

  • Avior Wealth Management held 0 shares of Avalo Therapeutics worth $0 as of Q3 2019.
  • Avior Wealth Management left its Avalo Therapeutics share count unchanged in Q3 2019.
  • Avalo Therapeutics made up ﹤0.01% of Avior Wealth Management's portfolio in Q3 2019, its #773 holding.
  • Avior Wealth Management first reported a position in Avalo Therapeutics in Q2 2018 and has held it in 2 quarters since.
  • Avior Wealth Management's Avalo Therapeutics position peaked at $22K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.