HCR Wealth Advisors’s AYTU BioPharma AYTU Stock Holding History

HCR Wealth Advisors’s Portfolio AYTU Stock Details AYTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-100	Closed	-$28K	–	242
2020 Q2	$28K	Hold	100	–	–	0.01%	195
2020 Q1	$30K	Buy	+100	New	+$19.3K	0.01%	185

Other funds holding AYTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HCR Wealth Advisors's AYTU Position: Q3 2020 in Review

HCR Wealth Advisors sold out of AYTU BioPharma (AYTU) in Q3 2020, closing a stake of 100 shares — an estimated $28K sold.

HCR Wealth Advisors first reported a position in AYTU in Q1 2020 and held it in 2 quarters. The position peaked at $30K in Q1 2020. 57 funds tracked by Wall St. Rank hold AYTU as of Q3 2020.

HCR Wealth Advisors reported no remaining AYTU BioPharma position as of Q3 2020 after selling out during the quarter.
HCR Wealth Advisors sold 100 AYTU BioPharma shares in Q3 2020, an estimated $28K.
HCR Wealth Advisors first reported a position in AYTU BioPharma in Q1 2020 and held it in 2 quarters.
HCR Wealth Advisors's AYTU BioPharma position peaked at $30K in Q1 2020.
57 funds tracked by Wall St. Rank held AYTU BioPharma as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.