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Coppell Advisory Solutions’s Annovis Bio ANVS Stock Holding History

Coppell Advisory Solutions’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$998 – 1735
2023
Q3 		$998 Sell
11
-174
-94% -$2.15K ﹤0.01% 937
2023
Q2 		$18.4K Buy
+185
New +$2.62K 0.01% 570

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions's ANVS Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Annovis Bio (ANVS) in Q4 2023, closing a stake of 11 shares — an estimated $998 sold.

Coppell Advisory Solutions first reported a position in ANVS in Q2 2023 and held it in 2 quarters. The position peaked at $18.4K in Q2 2023. 36 funds tracked by Wall St. Rank hold ANVS as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Annovis Bio position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 Annovis Bio shares in Q4 2023, an estimated $998.
  • Coppell Advisory Solutions first reported a position in Annovis Bio in Q2 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Annovis Bio position peaked at $18.4K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Annovis Bio as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.