KAS
PVLA

Kestra Advisory Services’s Palvella Therapeutics PVLA Stock Holding History

Kestra Advisory Services’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-219
Closed -$3.21K – 2698
2024
Q1 		$3.21K Hold
219
– – ﹤0.01% 2448
2023
Q4 		$3.19K Buy
+219
New +$4.01K ﹤0.01% 2269

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Kestra Advisory Services's PVLA Position: Q2 2024 in Review

Kestra Advisory Services sold out of Palvella Therapeutics (PVLA) in Q2 2024, closing a stake of 219 shares — an estimated $3.21K sold.

Kestra Advisory Services first reported a position in PVLA in Q4 2023 and held it in 2 quarters. The position peaked at $3.21K in Q1 2024. 21 funds tracked by Wall St. Rank hold PVLA as of Q2 2024.

  • Kestra Advisory Services reported no remaining Palvella Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 219 Palvella Therapeutics shares in Q2 2024, an estimated $3.21K.
  • Kestra Advisory Services first reported a position in Palvella Therapeutics in Q4 2023 and held it in 2 quarters.
  • Kestra Advisory Services's Palvella Therapeutics position peaked at $3.21K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.