HWMT
LYRA

Heritage Wealth Management (Texas)’s LYRA THERAPEUTICS INC LYRA Stock Holding History

Heritage Wealth Management (Texas)’s Portfolio LYRA Stock Details LYRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$62.2K – 40
2024
Q1 		$62.2K Hold
200
– – 0.04% 36
2023
Q4 		$52.4K Buy
+200
New +$36.2K 0.04% 35

Other funds holding LYRA

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Texas)'s LYRA Position: Q2 2024 in Review

Heritage Wealth Management (Texas) sold out of LYRA THERAPEUTICS INC (LYRA) in Q2 2024, closing a stake of 200 shares — an estimated $62.2K sold.

Heritage Wealth Management (Texas) first reported a position in LYRA in Q4 2023 and held it in 2 quarters. The position peaked at $62.2K in Q1 2024. 51 funds tracked by Wall St. Rank hold LYRA as of Q2 2024.

  • Heritage Wealth Management (Texas) reported no remaining LYRA THERAPEUTICS INC position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 200 LYRA THERAPEUTICS INC shares in Q2 2024, an estimated $62.2K.
  • Heritage Wealth Management (Texas) first reported a position in LYRA THERAPEUTICS INC in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Management (Texas)'s LYRA THERAPEUTICS INC position peaked at $62.2K in Q1 2024.
  • 51 funds tracked by Wall St. Rank held LYRA THERAPEUTICS INC as of Q2 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2024, filed 30 Jul 2024.