DWM
AVDL

Diversify Wealth Management’s Avadel Pharmaceuticals AVDL Stock Holding History

Diversify Wealth Management’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,637
Closed -$418K – 516
2024
Q3 		$418K Buy
31,637
+2,432
+8% +$37K 0.04% 346
2024
Q2 		$471K Buy
+29,205
New +$476K 0.06% 291

Other funds holding AVDL

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return

Diversify Wealth Management's AVDL Position: Q4 2024 in Review

Diversify Wealth Management sold out of Avadel Pharmaceuticals (AVDL) in Q4 2024, closing a stake of 31,637 shares — an estimated $418K sold.

Diversify Wealth Management first reported a position in AVDL in Q2 2024 and held it in 2 quarters. The position peaked at $471K in Q2 2024. 159 funds tracked by Wall St. Rank hold AVDL as of Q4 2024.

  • Diversify Wealth Management reported no remaining Avadel Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 31,637 Avadel Pharmaceuticals shares in Q4 2024, an estimated $418K.
  • Diversify Wealth Management first reported a position in Avadel Pharmaceuticals in Q2 2024 and held it in 2 quarters.
  • Diversify Wealth Management's Avadel Pharmaceuticals position peaked at $471K in Q2 2024.
  • 159 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q4 2024.

Based on Diversify Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.