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Kingswood Wealth Advisors’s Aldeyra Therapeutics ALDX Stock Holding History

Kingswood Wealth Advisors’s Portfolio ALDX Stock Details ALDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,000
Closed -$49K – 656
2024
Q1 		$49K Buy
+15,000
New +$49.3K 0.01% 607

Other funds holding ALDX

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kingswood Wealth Advisors's ALDX Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Aldeyra Therapeutics (ALDX) in Q2 2024, closing a stake of 15,000 shares — an estimated $49K sold.

Kingswood Wealth Advisors first reported a position in ALDX in Q1 2024 and held it in 1 quarter. The position peaked at $49K in Q1 2024. 103 funds tracked by Wall St. Rank hold ALDX as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Aldeyra Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,000 Aldeyra Therapeutics shares in Q2 2024, an estimated $49K.
  • Kingswood Wealth Advisors first reported a position in Aldeyra Therapeutics in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Aldeyra Therapeutics position peaked at $49K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held Aldeyra Therapeutics as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.