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Pinnacle Wealth Planning Services’s Atea Pharmaceuticals AVIR Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AVIR Stock Details AVIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,185
Closed -$48.6K – 487
2023
Q3 		$48.6K Buy
+16,185
New +$55.1K 0.01% 444

Other funds holding AVIR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's AVIR Position: Q4 2023 in Review

Pinnacle Wealth Planning Services sold out of Atea Pharmaceuticals (AVIR) in Q4 2023, closing a stake of 16,185 shares — an estimated $48.6K sold.

Pinnacle Wealth Planning Services first reported a position in AVIR in Q3 2023 and held it in 1 quarter. The position peaked at $48.6K in Q3 2023. 108 funds tracked by Wall St. Rank hold AVIR as of Q4 2023.

  • Pinnacle Wealth Planning Services reported no remaining Atea Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 16,185 Atea Pharmaceuticals shares in Q4 2023, an estimated $48.6K.
  • Pinnacle Wealth Planning Services first reported a position in Atea Pharmaceuticals in Q3 2023 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Atea Pharmaceuticals position peaked at $48.6K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held Atea Pharmaceuticals as of Q4 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2023, filed 8 Feb 2024.