HWA
DBVT

Heritage Wealth Advisors’s DBV Technologies 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 +$2.21K ﹤0.01% 503

Other funds holding DBVT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
NFGH
Nan Fung Group Holdings Kai Tak, Hong Kong $121M AUM 56.89% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of DBV Technologies (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 position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 600 DBV Technologies shares in Q4 2023, an estimated $8.16K.
  • Heritage Wealth Advisors first reported a position in DBV Technologies in Q4 2020 and held it in 12 quarters.
  • Heritage Wealth Advisors's DBV Technologies position peaked at $32.8K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held DBV Technologies as of Q4 2023.

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