Steward Partners Investment Advisory’s Applied Genetic Technologies Corporation AGTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-414
Closed 3498
2022
Q3
$0 Hold
414
﹤0.01% 3479
2022
Q2
$0 Hold
414
﹤0.01% 3454
2022
Q1
$0 Buy
414
+14
+4% +$25 ﹤0.01% 3435
2021
Q4
$1K Hold
400
﹤0.01% 3158
2021
Q3
$1K Buy
400
+150
+60% +$534 ﹤0.01% 3128
2021
Q2
$1K Hold
250
﹤0.01% 7013
2021
Q1
$1.27K Buy
+250
New +$1.3K ﹤0.01% 3289

Steward Partners Investment Advisory's AGTC Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Applied Genetic Technologies Corporation (AGTC) in Q4 2022, closing a stake of 414 shares.

Steward Partners Investment Advisory first reported a position in AGTC in Q1 2021 and held it in 7 quarters. The position peaked at $1.27K in Q1 2021. 0 funds tracked by Wall St. Rank hold AGTC as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Applied Genetic Technologies Corporation position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 414 Applied Genetic Technologies Corporation shares in Q4 2022.
  • Steward Partners Investment Advisory first reported a position in Applied Genetic Technologies Corporation in Q1 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Applied Genetic Technologies Corporation position peaked at $1.27K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Applied Genetic Technologies Corporation as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.