FWM
ADIL

Focused Wealth Management’s Adial Pharmaceuticals ADIL Stock Holding History

Focused 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
2024
Q1 		– Sell
-22
Closed -$1.02K – 220
2023
Q4 		$1.02K Buy
+22
New +$1.21K ﹤0.01% 854

Other funds holding ADIL

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MCM
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HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HT
Headlands Technologies Chicago, Illinois $878M AUM 44.8% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Focused Wealth Management's ADIL Position: Q1 2024 in Review

Focused Wealth Management sold out of Adial Pharmaceuticals (ADIL) in Q1 2024, closing a stake of 22 shares — an estimated $1.02K sold.

Focused Wealth Management first reported a position in ADIL in Q4 2023 and held it in 1 quarter. The position peaked at $1.02K in Q4 2023. 13 funds tracked by Wall St. Rank hold ADIL as of Q1 2024.

  • Focused Wealth Management reported no remaining Adial Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 22 Adial Pharmaceuticals shares in Q1 2024, an estimated $1.02K.
  • Focused Wealth Management first reported a position in Adial Pharmaceuticals in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Adial Pharmaceuticals position peaked at $1.02K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Adial Pharmaceuticals as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.