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Foundations Investment Advisors’s Talphera TLPH Stock Holding History

Foundations Investment Advisors’s Portfolio TLPH Stock Details TLPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,050
Closed -$5.83K – 727
2023
Q3 		$5.83K Buy
+10,050
New +$9.6K ﹤0.01% 637

Other funds holding TLPH

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Foundations Investment Advisors's TLPH Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Talphera (TLPH) in Q4 2023, closing a stake of 10,050 shares — an estimated $5.83K sold.

Foundations Investment Advisors first reported a position in TLPH in Q3 2023 and held it in 1 quarter. The position peaked at $5.83K in Q3 2023. 33 funds tracked by Wall St. Rank hold TLPH as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Talphera position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,050 Talphera shares in Q4 2023, an estimated $5.83K.
  • Foundations Investment Advisors first reported a position in Talphera in Q3 2023 and held it in 1 quarter.
  • Foundations Investment Advisors's Talphera position peaked at $5.83K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Talphera as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.