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Opal Wealth Advisors’s Annovis Bio ANVS Stock Holding History

Opal Wealth Advisors’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
-1,000
Closed -$5.76K – 241
2024
Q2 		$5.76K Buy
+1,000
New +$8.11K ﹤0.01% 779

Other funds holding ANVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $52.2B AUM 104.56% 1-Year Est. Return
A
AlphaQuest New York $1.79B AUM 10.61% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Opal Wealth Advisors's ANVS Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Annovis Bio (ANVS) in Q3 2024, closing a stake of 1,000 shares — an estimated $5.76K sold.

Opal Wealth Advisors first reported a position in ANVS in Q2 2024 and held it in 1 quarter. The position peaked at $5.76K in Q2 2024. 35 funds tracked by Wall St. Rank hold ANVS as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Annovis Bio position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,000 Annovis Bio shares in Q3 2024, an estimated $5.76K.
  • Opal Wealth Advisors first reported a position in Annovis Bio in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Annovis Bio position peaked at $5.76K in Q2 2024.
  • 35 funds tracked by Wall St. Rank held Annovis Bio as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.