MSWM
DVAX

McGlone Suttner Wealth Management’s Dynavax Technologies DVAX Stock Holding History

McGlone Suttner Wealth Management’s Portfolio DVAX Stock Details DVAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75
Closed -$1.05K – 335
2023
Q4 		$1.05K Buy
+75
New +$1.04K ﹤0.01% 714

Other funds holding DVAX

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's DVAX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dynavax Technologies (DVAX) in Q1 2024, closing a stake of 75 shares — an estimated $1.05K sold.

McGlone Suttner Wealth Management first reported a position in DVAX in Q4 2023 and held it in 1 quarter. The position peaked at $1.05K in Q4 2023. 244 funds tracked by Wall St. Rank hold DVAX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dynavax Technologies position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 75 Dynavax Technologies shares in Q1 2024, an estimated $1.05K.
  • McGlone Suttner Wealth Management first reported a position in Dynavax Technologies in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dynavax Technologies position peaked at $1.05K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Dynavax Technologies as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.