NA
ITRM

NewEdge Advisors’s Iterum Therapeutics ITRM Stock Holding History

NewEdge Advisors’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$197 – 3896
2023
Q4 		$197 Hold
100
– – ﹤0.01% 3605
2023
Q3 		$80 Hold
100
– – ﹤0.01% 3374
2023
Q2 		$107 Hold
100
– – ﹤0.01% 3422
2023
Q1 		$100 Hold
100
– – ﹤0.01% 3340
2022
Q4 		$0 Buy
+100
New +$142 ﹤0.01% 4146

Other funds holding ITRM

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
AF
Apollon Financial Mount Pleasant, South Carolina $848M AUM 27.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

NewEdge Advisors's ITRM Position: Q1 2024 in Review

NewEdge Advisors sold out of Iterum Therapeutics (ITRM) in Q1 2024, closing a stake of 100 shares — an estimated $197 sold.

NewEdge Advisors first reported a position in ITRM in Q4 2022 and held it in 5 quarters. The position peaked at $197 in Q4 2023. 18 funds tracked by Wall St. Rank hold ITRM as of Q1 2024.

  • NewEdge Advisors reported no remaining Iterum Therapeutics position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 100 Iterum Therapeutics shares in Q1 2024, an estimated $197.
  • NewEdge Advisors first reported a position in Iterum Therapeutics in Q4 2022 and held it in 5 quarters.
  • NewEdge Advisors's Iterum Therapeutics position peaked at $197 in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.