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Ground Swell Capital’s Soligenix SNGX Stock Holding History

Ground Swell Capital’s Portfolio SNGX Stock Details SNGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-64
Closed -$6.95K – 105
2022
Q4 		$6.95K Sell
64
-42
-40% -$6.07K 0.03% 70
2022
Q3 		$11K Buy
+106
New +$18.6K 0.03% 90

Other funds holding SNGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ground Swell Capital's SNGX Position: Q1 2023 in Review

Ground Swell Capital sold out of Soligenix (SNGX) in Q1 2023, closing a stake of 64 shares — an estimated $6.95K sold.

Ground Swell Capital first reported a position in SNGX in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q3 2022. 14 funds tracked by Wall St. Rank hold SNGX as of Q1 2023.

  • Ground Swell Capital reported no remaining Soligenix position as of Q1 2023 after selling out during the quarter.
  • Ground Swell Capital sold 64 Soligenix shares in Q1 2023, an estimated $6.95K.
  • Ground Swell Capital first reported a position in Soligenix in Q3 2022 and held it in 2 quarters.
  • Ground Swell Capital's Soligenix position peaked at $11K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held Soligenix as of Q1 2023.

Based on Ground Swell Capital's 13F filing for Q1 2023, filed 8 May 2023.