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High Net Worth Advisory Group’s Annovis Bio ANVS Stock Holding History

High Net Worth Advisory Group’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$3K – 630
2022
Q3 		$3K Buy
+200
New +$2.63K ﹤0.01% 605

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Net Worth Advisory Group's ANVS Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Annovis Bio (ANVS) in Q4 2022, closing a stake of 200 shares — an estimated $3K sold.

High Net Worth Advisory Group first reported a position in ANVS in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 23 funds tracked by Wall St. Rank hold ANVS as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Annovis Bio position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 200 Annovis Bio shares in Q4 2022, an estimated $3K.
  • High Net Worth Advisory Group first reported a position in Annovis Bio in Q3 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Annovis Bio position peaked at $3K in Q3 2022.
  • 23 funds tracked by Wall St. Rank held Annovis Bio as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.