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Kelly Financial Services’s AYTU BioPharma AYTU Stock Holding History

Kelly Financial Services’s Portfolio AYTU Stock Details AYTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-31
Closed -$122K – 651
2021
Q2 		$122K Buy
31
+25
+417% +$2.93K ﹤0.01% 353
2021
Q1 		$927 Hold
6
– – ﹤0.01% 554
2020
Q4 		$730 Hold
6
– – ﹤0.01% 530
2020
Q3 		$1.45K Hold
6
– – ﹤0.01% 456
2020
Q2 		$1.73K Buy
+6
New +$1.82K ﹤0.01% 446

Other funds holding AYTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kelly Financial Services's AYTU Position: Q3 2021 in Review

Kelly Financial Services sold out of AYTU BioPharma (AYTU) in Q3 2021, closing a stake of 31 shares — an estimated $122K sold.

Kelly Financial Services first reported a position in AYTU in Q2 2020 and held it in 5 quarters. The position peaked at $122K in Q2 2021. 39 funds tracked by Wall St. Rank hold AYTU as of Q3 2021.

  • Kelly Financial Services reported no remaining AYTU BioPharma position as of Q3 2021 after selling out during the quarter.
  • Kelly Financial Services sold 31 AYTU BioPharma shares in Q3 2021, an estimated $122K.
  • Kelly Financial Services first reported a position in AYTU BioPharma in Q2 2020 and held it in 5 quarters.
  • Kelly Financial Services's AYTU BioPharma position peaked at $122K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held AYTU BioPharma as of Q3 2021.

Based on Kelly Financial Services's 13F filing for Q3 2021, filed 17 Jul 2024.