LPL Financial
AVIR icon

LPL Financial’s Atea Pharmaceuticals AVIR Stock Holding History

LPL Financial’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38,515
Closed -$129K – 5291
2024
Q3 		$129K Buy
38,515
+2,600
+7% +$9.43K ﹤0.01% 4843
2024
Q2 		$119K Buy
35,915
+1,915
+6% +$7.14K ﹤0.01% 4702
2024
Q1 		$137K Buy
+34,000
New +$133K ﹤0.01% 4604

Other funds holding AVIR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's AVIR Position: Q4 2024 in Review

LPL Financial sold out of Atea Pharmaceuticals (AVIR) in Q4 2024, closing a stake of 38,515 shares — an estimated $129K sold.

LPL Financial first reported a position in AVIR in Q1 2024 and held it in 3 quarters. The position peaked at $137K in Q1 2024. 106 funds tracked by Wall St. Rank hold AVIR as of Q4 2024.

  • LPL Financial reported no remaining Atea Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 38,515 Atea Pharmaceuticals shares in Q4 2024, an estimated $129K.
  • LPL Financial first reported a position in Atea Pharmaceuticals in Q1 2024 and held it in 3 quarters.
  • LPL Financial's Atea Pharmaceuticals position peaked at $137K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.