CAL
VAXX

Capital Advisors Ltd’s Vaxxinity, Inc. Class A Common Stock VAXX Stock Holding History

Capital Advisors Ltd’s Portfolio VAXX Stock Details VAXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-62
Closed – – 1710
2024
Q1 		$0 Buy
+62
New +$45 ﹤0.01% 1603

Other funds holding VAXX

SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Capital Advisors Ltd's VAXX Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Vaxxinity, Inc. Class A Common Stock (VAXX) in Q2 2024, closing a stake of 62 shares.

Capital Advisors Ltd first reported a position in VAXX in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 8 funds tracked by Wall St. Rank hold VAXX as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Vaxxinity, Inc. Class A Common Stock position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 62 Vaxxinity, Inc. Class A Common Stock shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Vaxxinity, Inc. Class A Common Stock in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Ltd's Vaxxinity, Inc. Class A Common Stock position peaked at $0 in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Vaxxinity, Inc. Class A Common Stock as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.