Mackenzie Financial
PVLA

Mackenzie Financial’s Palvella Therapeutics PVLA Stock Holding History

Mackenzie Financial’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
2023
Q1 		– Sell
-171
Closed -$14.2K – 1627
2022
Q4 		$14.2K Hold
171
– – ﹤0.01% 1410
2022
Q3 		$16K Hold
171
– – ﹤0.01% 1412
2022
Q2 		$26K Buy
+171
New +$31.2K ﹤0.01% 1428

Other funds holding PVLA

LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mackenzie Financial's PVLA Position: Q1 2023 in Review

Mackenzie Financial sold out of Palvella Therapeutics (PVLA) in Q1 2023, closing a stake of 171 shares — an estimated $14.2K sold.

Mackenzie Financial first reported a position in PVLA in Q2 2022 and held it in 3 quarters. The position peaked at $26K in Q2 2022. 60 funds tracked by Wall St. Rank hold PVLA as of Q1 2023.

  • Mackenzie Financial reported no remaining Palvella Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Mackenzie Financial sold 171 Palvella Therapeutics shares in Q1 2023, an estimated $14.2K.
  • Mackenzie Financial first reported a position in Palvella Therapeutics in Q2 2022 and held it in 3 quarters.
  • Mackenzie Financial's Palvella Therapeutics position peaked at $26K in Q2 2022.
  • 60 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q1 2023.

Based on Mackenzie Financial's 13F filing for Q1 2023, filed 24 Apr 2023.