Heritage Wealth Advisors’s DBV Technologies S.A. American Depositary Shares DBVT Stock Holding History

Heritage Wealth Advisors’s Portfolio DBVT Stock Details DBVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-600	Closed	-$8.16K	–	570
2023 Q3	$8.16K	Hold	600	–	–	﹤0.01%	416
2023 Q2	$11.4K	Hold	600	–	–	﹤0.01%	429
2023 Q1	$10.1K	Hold	600	–	–	﹤0.01%	442
2022 Q4	$9.18K	Hold	600	–	–	﹤0.01%	457
2022 Q3	$10.6K	Hold	600	–	–	﹤0.01%	419
2022 Q2	$15K	Hold	600	–	–	﹤0.01%	442
2022 Q1	$10K	Hold	600	–	–	﹤0.01%	438
2021 Q4	$10K	Hold	600	–	–	﹤0.01%	449
2021 Q3	$29.4K	Hold	600	–	–	﹤0.01%	370
2021 Q2	$32.8K	Hold	600	–	–	﹤0.01%	362
2021 Q1	$32K	Buy	600 +500	+500%	+$26.5K	﹤0.01%	375
2020 Q4	$3K	Buy	+100	New	+$2.22K	﹤0.01%	503

Other funds holding DBVT

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

NFGH

Nan Fung Group Holdings Kai Tak, Hong Kong $131M AUM 86.64% 1-Year Est. Return

Heritage Wealth Advisors's DBVT Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of DBV Technologies S.A. American Depositary Shares (DBVT) in Q4 2023, closing a stake of 600 shares — an estimated $8.16K sold.

Heritage Wealth Advisors first reported a position in DBVT in Q4 2020 and held it in 12 quarters. The position peaked at $32.8K in Q2 2021. 40 funds tracked by Wall St. Rank hold DBVT as of Q4 2023.

Heritage Wealth Advisors reported no remaining DBV Technologies S.A. American Depositary Shares position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 600 DBV Technologies S.A. American Depositary Shares shares in Q4 2023, an estimated $8.16K.
Heritage Wealth Advisors first reported a position in DBV Technologies S.A. American Depositary Shares in Q4 2020 and held it in 12 quarters.
Heritage Wealth Advisors's DBV Technologies S.A. American Depositary Shares position peaked at $32.8K in Q2 2021.
40 funds tracked by Wall St. Rank held DBV Technologies S.A. American Depositary Shares as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.