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GeoWealth Management’s Zevra Therapeutics ZVRA Stock Holding History

GeoWealth Management’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,604
Closed -$18K – 237
2019
Q3 		$18K Buy
+1,604
New +$29K ﹤0.01% 213

Other funds holding ZVRA

DA
DSC Advisors Chicago, Illinois $11M AUM 5.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GeoWealth Management's ZVRA Position: Q4 2019 in Review

GeoWealth Management sold out of Zevra Therapeutics (ZVRA) in Q4 2019, closing a stake of 1,604 shares — an estimated $18K sold.

GeoWealth Management first reported a position in ZVRA in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 27 funds tracked by Wall St. Rank hold ZVRA as of Q4 2019.

  • GeoWealth Management reported no remaining Zevra Therapeutics position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 1,604 Zevra Therapeutics shares in Q4 2019, an estimated $18K.
  • GeoWealth Management first reported a position in Zevra Therapeutics in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Zevra Therapeutics position peaked at $18K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.