Minot Wealth Management’s Avalo Therapeutics AVTX Stock Holding History

Minot Wealth Management’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
2022 Q2	$17K	Hold	12	–	–	﹤0.01%	183
2022 Q1	$25K	Hold	12	–	–	0.01%	202
2021 Q4	$59K	Sell	12 -24	-67%	-$144K	0.01%	201
2021 Q3	$225K	Hold	36	–	–	0.05%	186
2021 Q2	$328K	Sell	36 -2	-5%	-$16.8K	0.07%	149
2021 Q1	$330K	Sell	38 -18	-32%	-$170K	0.08%	136
2020 Q4	$427K	Buy	56 +42	+300%	+$292K	0.13%	107
2020 Q3	$94K	Hold	14	–	–	0.04%	135
2020 Q2	$107K	Hold	14	–	–	0.05%	109
2020 Q1	$103K	Hold	14	–	–	0.07%	103
2019 Q4	$196K	Buy	+14	New	+$148K	0.09%	133

Other funds holding AVTX

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Minot Wealth Management's AVTX Position: Q2 2022 in Review

Minot Wealth Management held its Avalo Therapeutics (AVTX) position steady in Q2 2022 at 12 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Minot Wealth Management first reported a position in AVTX in Q4 2019 and has held it in 11 quarters since. The position peaked at $427K in Q4 2020. 43 funds tracked by Wall St. Rank hold AVTX as of Q2 2022.

Minot Wealth Management held 12 shares of Avalo Therapeutics worth $17K as of Q2 2022.
Minot Wealth Management left its Avalo Therapeutics share count unchanged in Q2 2022.
Avalo Therapeutics made up ﹤0.01% of Minot Wealth Management's portfolio in Q2 2022, its #183 holding.
Minot Wealth Management first reported a position in Avalo Therapeutics in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Avalo Therapeutics position peaked at $427K in Q4 2020.
43 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.