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Sterling Investment Advisors (Pennsylvania)’s Jaguar Health JAGX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio JAGX Stock Details JAGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$5.91K – 144
2023
Q4 		$5.91K Hold
1
– – ﹤0.01% 133
2023
Q3 		$10.1K Buy
+1
New +$22K ﹤0.01% 132
2023
Q2 		– Hold
0
– – – 138

Other funds holding JAGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s JAGX Position: Q1 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Jaguar Health (JAGX) in Q1 2024, closing a stake of 1 share — an estimated $5.91K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in JAGX in Q3 2023 and held it in 2 quarters. The position peaked at $10.1K in Q3 2023. 14 funds tracked by Wall St. Rank hold JAGX as of Q1 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Jaguar Health position as of Q1 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1 Jaguar Health share in Q1 2024, an estimated $5.91K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Jaguar Health in Q3 2023 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Jaguar Health position peaked at $10.1K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Jaguar Health as of Q1 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2024, filed 1 May 2024.