IHT Wealth Management
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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 -$31.7K – 1000
2022
Q4 		$31.7K Sell
292
-1
-0.3% -$144 ﹤0.01% 888
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Wilshire Securities Management
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Plante Moran Financial Advisors
Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM
Glassman Wealth Services
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $31.7K sold.

IHT Wealth Management first reported a position in SNGX in Q4 2017 and held it in 8 quarters. The position peaked at $74K in Q3 2021. 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 $31.7K.
  • 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 $74K in Q3 2021.
  • 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.