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Private Trust Company’s Annovis Bio ANVS Stock Holding History

Private Trust Company’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
Q1 		– Sell
-3,000
Closed -$56.1K – 2250
2023
Q4 		$56.1K Buy
+3,000
New +$26.6K 0.01% 1016

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BlackRock
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Private Trust Company's ANVS Position: Q1 2024 in Review

Private Trust Company sold out of Annovis Bio (ANVS) in Q1 2024, closing a stake of 3,000 shares — an estimated $56.1K sold.

Private Trust Company first reported a position in ANVS in Q4 2023 and held it in 1 quarter. The position peaked at $56.1K in Q4 2023. 32 funds tracked by Wall St. Rank hold ANVS as of Q1 2024.

  • Private Trust Company reported no remaining Annovis Bio position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 3,000 Annovis Bio shares in Q1 2024, an estimated $56.1K.
  • Private Trust Company first reported a position in Annovis Bio in Q4 2023 and held it in 1 quarter.
  • Private Trust Company's Annovis Bio position peaked at $56.1K in Q4 2023.
  • 32 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.