CH
APM

CVI Holdings’s Aptorum Group APM Stock Holding History

CVI Holdings’s Portfolio APM Stock Details APM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,475
Closed -$174K – 183
2020
Q3 		$174K Buy
+6,475
New +$185K 0.07% 61

Other funds holding APM

SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CVI Holdings's APM Position: Q4 2020 in Review

CVI Holdings sold out of Aptorum Group (APM) in Q4 2020, closing a stake of 6,475 shares — an estimated $174K sold.

CVI Holdings first reported a position in APM in Q3 2020 and held it in 1 quarter. The position peaked at $174K in Q3 2020. 8 funds tracked by Wall St. Rank hold APM as of Q4 2020.

  • CVI Holdings reported no remaining Aptorum Group position as of Q4 2020 after selling out during the quarter.
  • CVI Holdings sold 6,475 Aptorum Group shares in Q4 2020, an estimated $174K.
  • CVI Holdings first reported a position in Aptorum Group in Q3 2020 and held it in 1 quarter.
  • CVI Holdings's Aptorum Group position peaked at $174K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held Aptorum Group as of Q4 2020.

Based on CVI Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.