LPL Financial
ANVS icon

LPL Financial’s Annovis Bio ANVS Stock Holding History

LPL Financial’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,588
Closed -$198K – 4917
2023
Q4 		$198K Buy
+10,588
New +$93.9K ﹤0.01% 4395
2021
Q3 		– Sell
-3,868
Closed -$331K – 4326
2021
Q2 		$331K Buy
+3,868
New +$179K ﹤0.01% 3511

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

LPL Financial's ANVS Position: Q1 2024 in Review

LPL Financial sold out of Annovis Bio (ANVS) in Q1 2024, closing a stake of 10,588 shares — an estimated $198K sold.

LPL Financial first reported a position in ANVS in Q2 2021 and held it in 2 quarters. The position peaked at $331K in Q2 2021. 32 funds tracked by Wall St. Rank hold ANVS as of Q1 2024.

  • LPL Financial reported no remaining Annovis Bio position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 10,588 Annovis Bio shares in Q1 2024, an estimated $198K.
  • LPL Financial first reported a position in Annovis Bio in Q2 2021 and held it in 2 quarters.
  • LPL Financial's Annovis Bio position peaked at $331K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.