Financial Advocates Investment Management’s VistaGen Therapeutics VTGN Stock Holding History

Financial Advocates Investment Management’s Portfolio VTGN Stock Details VTGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-770	Closed	-$2.88K	–	782
2023 Q1	$2.88K	Hold	770	–	–	﹤0.01%	743
2022 Q4	$2.38K	Buy	+770	New	+$2.9K	﹤0.01%	752
2022 Q3	–	Sell	-770	Closed	-$20K	–	840
2022 Q2	$20K	Hold	770	–	–	﹤0.01%	674
2022 Q1	$29K	Hold	770	–	–	﹤0.01%	719
2021 Q4	$45K	Hold	770	–	–	﹤0.01%	758
2021 Q3	$63K	Buy	+770	New	+$66.9K	﹤0.01%	734
2021 Q2	–	Sell	-770	Closed	-$49K	–	843
2021 Q1	$49K	Hold	770	–	–	﹤0.01%	738
2020 Q4	$45K	Hold	770	–	–	﹤0.01%	707
2020 Q3	$16K	Hold	770	–	–	﹤0.01%	624
2020 Q2	$12K	Hold	770	–	–	﹤0.01%	604
2020 Q1	$10K	Hold	770	–	–	﹤0.01%	474
2019 Q4	$16K	Hold	770	–	–	﹤0.01%	510
2019 Q3	$25K	Hold	770	–	–	﹤0.01%	482
2019 Q2	$17K	Hold	770	–	–	﹤0.01%	467
2019 Q1	$30K	Hold	770	–	–	﹤0.01%	455
2018 Q4	$35K	Buy	+770	New	+$41.9K	﹤0.01%	418
2018 Q3	–	Sell	-770	Closed	-$32K	–	526
2018 Q2	$32K	Hold	770	–	–	﹤0.01%	482
2018 Q1	$21K	Buy	+770	New	+$28.6K	﹤0.01%	482

Other funds holding VTGN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Advocates Investment Management's VTGN Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of VistaGen Therapeutics (VTGN) in Q2 2023, closing a stake of 770 shares — an estimated $2.88K sold.

Financial Advocates Investment Management first reported a position in VTGN in Q1 2018 and held it in 18 quarters. The position peaked at $63K in Q3 2021. 33 funds tracked by Wall St. Rank hold VTGN as of Q2 2023.

Financial Advocates Investment Management reported no remaining VistaGen Therapeutics position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 770 VistaGen Therapeutics shares in Q2 2023, an estimated $2.88K.
Financial Advocates Investment Management first reported a position in VistaGen Therapeutics in Q1 2018 and held it in 18 quarters.
Financial Advocates Investment Management's VistaGen Therapeutics position peaked at $63K in Q3 2021.
33 funds tracked by Wall St. Rank held VistaGen Therapeutics as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.