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Prevail Innovative Wealth Advisors’s TG Therapeutics TGTX Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio TGTX Stock Details TGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-21,500
Closed -$327K – 187
2024
Q1 		$327K Hold
21,500
– – 0.12% 138
2023
Q4 		$367K Hold
21,500
– – 0.18% 108
2023
Q3 		$180K Hold
21,500
– – 0.09% 116
2023
Q2 		$534K Buy
+21,500
New +$555K 0.29% 70

Other funds holding TGTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prevail Innovative Wealth Advisors's TGTX Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of TG Therapeutics (TGTX) in Q2 2024, closing a stake of 21,500 shares — an estimated $327K sold.

Prevail Innovative Wealth Advisors first reported a position in TGTX in Q2 2023 and held it in 4 quarters. The position peaked at $534K in Q2 2023. 259 funds tracked by Wall St. Rank hold TGTX as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining TG Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 21,500 TG Therapeutics shares in Q2 2024, an estimated $327K.
  • Prevail Innovative Wealth Advisors first reported a position in TG Therapeutics in Q2 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's TG Therapeutics position peaked at $534K in Q2 2023.
  • 259 funds tracked by Wall St. Rank held TG Therapeutics as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.