EWM
DVAX

Executive Wealth Management’s Dynavax Technologies DVAX Stock Holding History

Executive Wealth Management’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,000
Closed -$280K – 245
2023
Q4 		$280K Buy
+20,000
New +$278K 0.03% 180

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CC
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KCM
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's DVAX Position: Q1 2024 in Review

Executive Wealth Management sold out of Dynavax Technologies (DVAX) in Q1 2024, closing a stake of 20,000 shares — an estimated $280K sold.

Executive Wealth Management first reported a position in DVAX in Q4 2023 and held it in 1 quarter. The position peaked at $280K in Q4 2023. 244 funds tracked by Wall St. Rank hold DVAX as of Q1 2024.

  • Executive Wealth Management reported no remaining Dynavax Technologies position as of Q1 2024 after selling out during the quarter.
  • Executive Wealth Management sold 20,000 Dynavax Technologies shares in Q1 2024, an estimated $280K.
  • Executive Wealth Management first reported a position in Dynavax Technologies in Q4 2023 and held it in 1 quarter.
  • Executive Wealth Management's Dynavax Technologies position peaked at $280K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Dynavax Technologies as of Q1 2024.

Based on Executive Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.