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Selective Wealth Management’s VistaGen Therapeutics VTGN Stock Holding History

Selective Wealth Management’s Portfolio VTGN Stock Details VTGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-117
Closed -$1K – 714
2022
Q3 		$1K Hold
117
– – ﹤0.01% 744
2022
Q2 		$3K Buy
+117
New +$4.13K ﹤0.01% 682

Other funds holding VTGN

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's VTGN Position: Q4 2022 in Review

Selective Wealth Management sold out of VistaGen Therapeutics (VTGN) in Q4 2022, closing a stake of 117 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in VTGN in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 85 funds tracked by Wall St. Rank hold VTGN as of Q4 2022.

  • Selective Wealth Management reported no remaining VistaGen Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 117 VistaGen Therapeutics shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in VistaGen Therapeutics in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's VistaGen Therapeutics position peaked at $3K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held VistaGen Therapeutics as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.