IFP Advisors’s PolarityTE, Inc. Common Stock PTE Stock Holding History

IFP Advisors’s Portfolio PTE Stock Details PTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40	Closed	-$1K	–	4674
2022 Q4	$1K	Sell	40 -2,040	-98%	-$1.49K	﹤0.01%	4574
2022 Q3	$56K	Hold	2,080	–	–	﹤0.01%	2284
2022 Q2	$56K	Buy	2,080 +1,997	+2,406%	+$7.22K	﹤0.01%	2093
2022 Q1	$56K	Buy	+83	New	+$960	﹤0.01%	2093
2018 Q2	–	Sell	-1	Closed	-$1K	–	4130
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	3700
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	3751
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	3988
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	3985
2017 Q1	$0	Hold	1	–	–	﹤0.01%	4191
2016 Q4	$0	Hold	1	–	–	﹤0.01%	4195
2016 Q3	$0	Hold	1	–	–	﹤0.01%	4104
2016 Q2	$0	Buy	+1	New	+$127	﹤0.01%	4145
2016 Q1	–	Sell	-1	Closed	–	–	3674
2015 Q4	$0	Buy	+1	New	+$181	﹤0.01%	3826

Other funds holding PTE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BWP

Bernardo Wealth Planning Harleysville, Pennsylvania $511M AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's PTE Position: Q1 2023 in Review

IFP Advisors sold out of PolarityTE, Inc. Common Stock (PTE) in Q1 2023, closing a stake of 40 shares — an estimated $1K sold.

IFP Advisors first reported a position in PTE in Q4 2015 and held it in 13 quarters. The position peaked at $56K in Q3 2022. 23 funds tracked by Wall St. Rank hold PTE as of Q1 2023.

IFP Advisors reported no remaining PolarityTE, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 40 PolarityTE, Inc. Common Stock shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in PolarityTE, Inc. Common Stock in Q4 2015 and held it in 13 quarters.
IFP Advisors's PolarityTE, Inc. Common Stock position peaked at $56K in Q3 2022.
23 funds tracked by Wall St. Rank held PolarityTE, Inc. Common Stock as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.