Modera Wealth Management’s Annovis Bio ANVS Stock Holding History

Modera Wealth Management’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 Q3	–	Sell	-30,513	Closed	-$176K	–	605
2024 Q2	$176K	Hold	30,513	–	–	﹤0.01%	554
2024 Q1	$363K	Hold	30,513	–	–	0.01%	443
2023 Q4	$571K	Hold	30,513	–	–	0.01%	358
2023 Q3	$290K	Hold	30,513	–	–	0.01%	461
2023 Q2	$436K	Hold	30,513	–	–	0.01%	401
2023 Q1	$470K	Hold	30,513	–	–	0.02%	223
2022 Q4	$410K	Hold	30,513	–	–	0.02%	233
2022 Q3	$418K	Sell	30,513 -400	-1%	-$5.26K	0.02%	205
2022 Q2	$351K	Sell	30,913 -400	-1%	-$4.37K	0.02%	235
2022 Q1	$418K	Sell	31,313 -1,000	-3%	-$14.4K	0.02%	229
2021 Q4	$568K	Sell	32,313 -985	-3%	-$25.4K	0.02%	254
2021 Q3	$1.06M	Sell	33,298 -1,448	-4%	-$83.3K	0.05%	102
2021 Q2	$2.97M	Sell	34,746 -5,900	-15%	-$273K	0.16%	55
2021 Q1	$1.13M	Sell	40,646 -3,200	-7%	-$68.5K	0.07%	88
2020 Q4	$331K	Buy	+43,846	New	+$237K	0.03%	170

Other funds holding ANVS

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

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

Group One Trading

Group One Trading Chicago, Illinois $3.03B AUM 104.56% 1-Year Est. Return

AlphaQuest New York $1.79B AUM 10.61% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return