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Sterling Investment Advisors (Pennsylvania)’s Soligenix SNGX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio SNGX Stock Details SNGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-83
Closed -$29K – 435
2019
Q4 		$29K Hold
83
– – 0.01% 264
2019
Q3 		$19K Buy
+83
New +$20.5K 0.01% 300

Other funds holding SNGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Knoll Capital Management Miami, Florida $180M AUM 66.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $1.55B AUM 17.93% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SNGX Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Soligenix (SNGX) in Q1 2020, closing a stake of 83 shares — an estimated $29K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SNGX in Q3 2019 and held it in 2 quarters. The position peaked at $29K in Q4 2019. 27 funds tracked by Wall St. Rank hold SNGX as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Soligenix position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 83 Soligenix shares in Q1 2020, an estimated $29K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Soligenix in Q3 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Soligenix position peaked at $29K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Soligenix as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.