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Burt Wealth Advisors’s Talphera TLPH Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-50
Closed -$1K – 333
2020
Q4 		$1K Hold
50
– – ﹤0.01% 379
2020
Q3 		$1K Hold
50
– – ﹤0.01% 384
2020
Q2 		$1K Hold
50
– – ﹤0.01% 394
2020
Q1 		$1K Hold
50
– – ﹤0.01% 393
2019
Q4 		$2K Hold
50
– – ﹤0.01% 324
2019
Q3 		$2K Hold
50
– – ﹤0.01% 322
2019
Q2 		$3K Hold
50
– – ﹤0.01% 311
2019
Q1 		$3K Hold
50
– – ﹤0.01% 320
2018
Q4 		$2K Hold
50
– – ﹤0.01% 332
2018
Q3 		$4K Hold
50
– – ﹤0.01% 334
2018
Q2 		$3K Buy
+50
New +$2.97K ﹤0.01% 334

Other funds holding TLPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's TLPH Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Talphera (TLPH) in Q1 2021, closing a stake of 50 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in TLPH in Q2 2018 and held it in 11 quarters. The position peaked at $4K in Q3 2018. 82 funds tracked by Wall St. Rank hold TLPH as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Talphera position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 50 Talphera shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Talphera in Q2 2018 and held it in 11 quarters.
  • Burt Wealth Advisors's Talphera position peaked at $4K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Talphera as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.