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FWL Investment Management’s Silo Pharma SILO Stock Holding History

FWL 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
Q2 		– Sell
-5
Closed -$156 – 268
2024
Q1 		$156 Hold
5
– – ﹤0.01% 225
2023
Q4 		$115 Hold
5
– – ﹤0.01% 231
2023
Q3 		$134 Buy
+5
New +$149 ﹤0.01% 188
2023
Q1 		– Sell
-5
Closed -$269 – 173
2022
Q4 		$269 Buy
+5
New +$293 ﹤0.01% 182

Other funds holding SILO

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FWL Investment Management's SILO Position: Q2 2024 in Review

FWL Investment Management sold out of Silo Pharma (SILO) in Q2 2024, closing a stake of 5 shares — an estimated $156 sold.

FWL Investment Management first reported a position in SILO in Q4 2022 and held it in 4 quarters. The position peaked at $269 in Q4 2022. 9 funds tracked by Wall St. Rank hold SILO as of Q2 2024.

  • FWL Investment Management reported no remaining Silo Pharma position as of Q2 2024 after selling out during the quarter.
  • FWL Investment Management sold 5 Silo Pharma shares in Q2 2024, an estimated $156.
  • FWL Investment Management first reported a position in Silo Pharma in Q4 2022 and held it in 4 quarters.
  • FWL Investment Management's Silo Pharma position peaked at $269 in Q4 2022.
  • 9 funds tracked by Wall St. Rank held Silo Pharma as of Q2 2024.

Based on FWL Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.