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CarsonAllaria Wealth Management’s AYTU BioPharma AYTU Stock Holding History

CarsonAllaria Wealth Management’s Portfolio AYTU Stock Details AYTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$12 – 354
2024
Q3 		$12 Hold
5
– – ﹤0.01% 393
2024
Q2 		$15 Hold
5
– – ﹤0.01% 376
2024
Q1 		$15 Hold
5
– – ﹤0.01% 393
2023
Q4 		$14 Hold
5
– – ﹤0.01% 355
2023
Q3 		$14 Buy
+5
New +$9 ﹤0.01% 359

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AC
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Renaissance Technologies
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Geode Capital Management
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CarsonAllaria Wealth Management's AYTU Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of AYTU BioPharma (AYTU) in Q4 2024, closing a stake of 5 shares — an estimated $12 sold.

CarsonAllaria Wealth Management first reported a position in AYTU in Q3 2023 and held it in 5 quarters. The position peaked at $15 in Q2 2024. 29 funds tracked by Wall St. Rank hold AYTU as of Q4 2024.

  • CarsonAllaria Wealth Management reported no remaining AYTU BioPharma position as of Q4 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 5 AYTU BioPharma shares in Q4 2024, an estimated $12.
  • CarsonAllaria Wealth Management first reported a position in AYTU BioPharma in Q3 2023 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's AYTU BioPharma position peaked at $15 in Q2 2024.
  • 29 funds tracked by Wall St. Rank held AYTU BioPharma as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.