BZWA
AVDL

Blue Zone Wealth Advisors’s Avadel Pharmaceuticals AVDL Stock Holding History

Blue Zone Wealth Advisors’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,000
Closed -$253 – 88
2024
Q1 		$253 Buy
+15,000
New +$223K ﹤0.01% 88
2023
Q4 		– Sell
-15,000
Closed -$155 – 83
2023
Q3 		$155 Buy
+15,000
New +$201K ﹤0.01% 82

Other funds holding AVDL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Zone Wealth Advisors's AVDL Position: Q2 2024 in Review

Blue Zone Wealth Advisors sold out of Avadel Pharmaceuticals (AVDL) in Q2 2024, closing a stake of 18,000 shares — an estimated $304K sold.

Blue Zone Wealth Advisors first reported a position in AVDL in Q2 2023 and held it in 4 quarters. The position peaked at $304K in Q1 2024. 155 funds tracked by Wall St. Rank hold AVDL as of Q2 2024.

  • Blue Zone Wealth Advisors reported no remaining Avadel Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 18,000 Avadel Pharmaceuticals shares in Q2 2024, an estimated $304K.
  • Blue Zone Wealth Advisors first reported a position in Avadel Pharmaceuticals in Q2 2023 and held it in 4 quarters.
  • Blue Zone Wealth Advisors's Avadel Pharmaceuticals position peaked at $304K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q2 2024.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.