Octavia Wealth Advisors’s BioCardia BCDA Stock Holding History

Octavia Wealth Advisors’s Portfolio BCDA Stock Details BCDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-949	Closed	-$5.79K	–	215
2024 Q1	$5.79K	Buy	+949	New	+$6.8K	﹤0.01%	218

Other funds holding BCDA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Octavia Wealth Advisors's BCDA Position: Q2 2024 in Review

Octavia Wealth Advisors sold out of BioCardia (BCDA) in Q2 2024, closing a stake of 949 shares — an estimated $5.79K sold.

Octavia Wealth Advisors first reported a position in BCDA in Q1 2024 and held it in 1 quarter. The position peaked at $5.79K in Q1 2024. 10 funds tracked by Wall St. Rank hold BCDA as of Q2 2024.

Octavia Wealth Advisors reported no remaining BioCardia position as of Q2 2024 after selling out during the quarter.
Octavia Wealth Advisors sold 949 BioCardia shares in Q2 2024, an estimated $5.79K.
Octavia Wealth Advisors first reported a position in BioCardia in Q1 2024 and held it in 1 quarter.
Octavia Wealth Advisors's BioCardia position peaked at $5.79K in Q1 2024.
10 funds tracked by Wall St. Rank held BioCardia as of Q2 2024.

Based on Octavia Wealth Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.