EWM
ADIL

Empirical Wealth Management’s Adial Pharmaceuticals ADIL Stock Holding History

Empirical Wealth Management’s Portfolio ADIL Stock Details ADIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-40
Closed -$8.75K – 461
2023
Q1 		$8.75K Hold
40
– – ﹤0.01% 463
2022
Q4 		$5.38K Hold
40
– – ﹤0.01% 459
2022
Q3 		$9K Hold
40
– – ﹤0.01% 466
2022
Q2 		$34K Sell
40
-16
-29% -$14.5K ﹤0.01% 453
2022
Q1 		$70K Buy
+56
New +$76.7K ﹤0.01% 484

Other funds holding ADIL

MCM
Manchester Capital Management Manchester, Vermont $694M AUM 22.34% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empirical Wealth Management's ADIL Position: Q2 2023 in Review

Empirical Wealth Management sold out of Adial Pharmaceuticals (ADIL) in Q2 2023, closing a stake of 40 shares — an estimated $8.75K sold.

Empirical Wealth Management first reported a position in ADIL in Q1 2022 and held it in 5 quarters. The position peaked at $70K in Q1 2022. 19 funds tracked by Wall St. Rank hold ADIL as of Q2 2023.

  • Empirical Wealth Management reported no remaining Adial Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 40 Adial Pharmaceuticals shares in Q2 2023, an estimated $8.75K.
  • Empirical Wealth Management first reported a position in Adial Pharmaceuticals in Q1 2022 and held it in 5 quarters.
  • Empirical Wealth Management's Adial Pharmaceuticals position peaked at $70K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Adial Pharmaceuticals as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.