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Financial Advocates Investment Management’s Silo Pharma SILO Stock Holding History

Financial Advocates Investment Management’s Portfolio SILO Stock Details SILO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,596
Closed -$23.9K – 810
2024
Q2 		$23.9K Sell
1,596
-2,591
-62% -$66.3K ﹤0.01% 737
2024
Q1 		$122K Hold
4,187
– – 0.01% 733
2023
Q4 		$90.4K Buy
4,187
+367
+10% +$8.32K 0.01% 704
2023
Q3 		$95.7K Sell
3,820
-14
-0.4% -$417 0.01% 674
2023
Q2 		$118K Buy
3,834
+867
+29% +$28.2K 0.01% 669
2023
Q1 		$93.5K Buy
2,967
+1,967
+197% +$71.9K 0.01% 715
2022
Q4 		$50.4K Buy
+1,000
New +$58.5K ﹤0.01% 734

Other funds holding SILO

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Financial Advocates Investment Management's SILO Position: Q3 2024 in Review

Financial Advocates Investment Management sold out of Silo Pharma (SILO) in Q3 2024, closing a stake of 1,596 shares — an estimated $23.9K sold.

Financial Advocates Investment Management first reported a position in SILO in Q4 2022 and held it in 7 quarters. The position peaked at $122K in Q1 2024. 11 funds tracked by Wall St. Rank hold SILO as of Q3 2024.

  • Financial Advocates Investment Management reported no remaining Silo Pharma position as of Q3 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,596 Silo Pharma shares in Q3 2024, an estimated $23.9K.
  • Financial Advocates Investment Management first reported a position in Silo Pharma in Q4 2022 and held it in 7 quarters.
  • Financial Advocates Investment Management's Silo Pharma position peaked at $122K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Silo Pharma as of Q3 2024.

Based on Financial Advocates Investment Management's 13F filing for Q3 2024, filed 25 Oct 2024.