IHT Wealth Management’s Soligenix SNGX Stock Holding History

IHT Wealth Management’s Portfolio SNGX Stock Details SNGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-292	Closed	-$476K	–	1000
2022 Q4	$476K	Sell	292 -1	-0.3%	-$144	0.03%	506
2022 Q3	$31K	Hold	293	–	–	﹤0.01%	852
2022 Q2	$42K	Hold	293	–	–	﹤0.01%	712
2022 Q1	$51K	Hold	293	–	–	﹤0.01%	742
2021 Q4	$46K	Hold	293	–	–	﹤0.01%	788
2021 Q3	$74K	Buy	+293	New	+$71.4K	0.01%	783
2018 Q2	–	Sell	-19	Closed	-$9K	–	1201
2018 Q1	$9K	Hold	19	–	–	﹤0.01%	1222
2017 Q4	$10K	Buy	+19	New	+$9.6K	﹤0.01%	1203

Other funds holding SNGX

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

FWSM

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

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

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IHT Wealth Management's SNGX Position: Q1 2023 in Review

IHT Wealth Management sold out of Soligenix (SNGX) in Q1 2023, closing a stake of 292 shares — an estimated $476K sold.

IHT Wealth Management first reported a position in SNGX in Q4 2017 and held it in 8 quarters. The position peaked at $476K in Q4 2022. 14 funds tracked by Wall St. Rank hold SNGX as of Q1 2023.

IHT Wealth Management reported no remaining Soligenix position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 292 Soligenix shares in Q1 2023, an estimated $476K.
IHT Wealth Management first reported a position in Soligenix in Q4 2017 and held it in 8 quarters.
IHT Wealth Management's Soligenix position peaked at $476K in Q4 2022.
14 funds tracked by Wall St. Rank held Soligenix as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.