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Heritage Wealth Advisors’s Zevra Therapeutics ZVRA Stock Holding History

Heritage Wealth Advisors’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,000
Closed -$36K – 580
2022
Q2 		$36K Hold
8,000
– – ﹤0.01% 358
2022
Q1 		$40K Hold
8,000
– – ﹤0.01% 336
2021
Q4 		$70K Hold
8,000
– – ﹤0.01% 295
2021
Q3 		$74.6K Buy
+8,000
New +$80.6K ﹤0.01% 284

Other funds holding ZVRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HP
HealthInvest Partners Stockholm, Sweden $372M AUM 59.89% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return

Heritage Wealth Advisors's ZVRA Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Zevra Therapeutics (ZVRA) in Q3 2022, closing a stake of 8,000 shares — an estimated $36K sold.

Heritage Wealth Advisors first reported a position in ZVRA in Q3 2021 and held it in 4 quarters. The position peaked at $74.6K in Q3 2021. 69 funds tracked by Wall St. Rank hold ZVRA as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Zevra Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8,000 Zevra Therapeutics shares in Q3 2022, an estimated $36K.
  • Heritage Wealth Advisors first reported a position in Zevra Therapeutics in Q3 2021 and held it in 4 quarters.
  • Heritage Wealth Advisors's Zevra Therapeutics position peaked at $74.6K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.