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Dumont & Blake Investment Advisors’s Avalo Therapeutics AVTX Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7
Closed -$93K – 179
2018
Q3 		$93K Sell
7
-3
-30% -$39.3K 0.04% 170
2018
Q2 		$130K Hold
10
– – 0.05% 167
2018
Q1 		$129K Buy
+10
New +$113K 0.06% 167

Other funds holding AVTX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Dumont & Blake Investment Advisors's AVTX Position: Q4 2018 in Review

Dumont & Blake Investment Advisors sold out of Avalo Therapeutics (AVTX) in Q4 2018, closing a stake of 7 shares — an estimated $93K sold.

Dumont & Blake Investment Advisors first reported a position in AVTX in Q1 2018 and held it in 3 quarters. The position peaked at $130K in Q2 2018. 20 funds tracked by Wall St. Rank hold AVTX as of Q4 2018.

  • Dumont & Blake Investment Advisors reported no remaining Avalo Therapeutics position as of Q4 2018 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 7 Avalo Therapeutics shares in Q4 2018, an estimated $93K.
  • Dumont & Blake Investment Advisors first reported a position in Avalo Therapeutics in Q1 2018 and held it in 3 quarters.
  • Dumont & Blake Investment Advisors's Avalo Therapeutics position peaked at $130K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2018.

Based on Dumont & Blake Investment Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.