Gradient Investments’s Vapotherm, Inc. Common Stock VAPO Stock Holding History

Gradient Investments’s Portfolio VAPO Stock Details VAPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-87	Closed	-$220	–	1931
2023 Q3	$220	Sell	87 -1	-1%	-$3	﹤0.01%	1668
2023 Q2	$312	Hold	88	–	–	﹤0.01%	1596
2023 Q1	$461	Hold	88	–	–	﹤0.01%	1290
2022 Q4	$1.89K	Hold	88	–	–	﹤0.01%	1100
2022 Q3	$1K	Hold	88	–	–	﹤0.01%	1320
2022 Q2	$2K	Hold	88	–	–	﹤0.01%	1089
2022 Q1	$10K	Hold	88	–	–	﹤0.01%	786
2021 Q4	$14K	Hold	88	–	–	﹤0.01%	729
2021 Q3	$16K	Hold	88	–	–	﹤0.01%	686
2021 Q2	$17K	Hold	88	–	–	﹤0.01%	670
2021 Q1	$17K	Buy	+88	New	+$20.4K	﹤0.01%	654

Other funds holding VAPO

RVM

RiverVest Venture Management St. Louis, Missouri $6.84M AUM 7.71% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

FWM

FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

Gradient Investments's VAPO Position: Q4 2023 in Review

Gradient Investments sold out of Vapotherm, Inc. Common Stock (VAPO) in Q4 2023, closing a stake of 87 shares — an estimated $220 sold.

Gradient Investments first reported a position in VAPO in Q1 2021 and held it in 11 quarters. The position peaked at $17K in Q2 2021. 3 funds tracked by Wall St. Rank hold VAPO as of Q4 2023.

Gradient Investments reported no remaining Vapotherm, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 87 Vapotherm, Inc. Common Stock shares in Q4 2023, an estimated $220.
Gradient Investments first reported a position in Vapotherm, Inc. Common Stock in Q1 2021 and held it in 11 quarters.
Gradient Investments's Vapotherm, Inc. Common Stock position peaked at $17K in Q2 2021.
3 funds tracked by Wall St. Rank held Vapotherm, Inc. Common Stock as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.