Level Four Advisory Services’s Avalo Therapeutics AVTX Stock Holding History

Level Four Advisory Services’s Portfolio AVTX Stock Details AVTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-151	Closed	-$4.36K	–	790
2023 Q3	$4.36K	Buy	+151	New	+$6.75K	﹤0.01%	747

Other funds holding AVTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Level Four Advisory Services's AVTX Position: Q4 2023 in Review

Level Four Advisory Services sold out of Avalo Therapeutics (AVTX) in Q4 2023, closing a stake of 151 shares — an estimated $4.36K sold.

Level Four Advisory Services first reported a position in AVTX in Q3 2023 and held it in 1 quarter. The position peaked at $4.36K in Q3 2023. 12 funds tracked by Wall St. Rank hold AVTX as of Q4 2023.

Level Four Advisory Services reported no remaining Avalo Therapeutics position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 151 Avalo Therapeutics shares in Q4 2023, an estimated $4.36K.
Level Four Advisory Services first reported a position in Avalo Therapeutics in Q3 2023 and held it in 1 quarter.
Level Four Advisory Services's Avalo Therapeutics position peaked at $4.36K in Q3 2023.
12 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.