SPIA
PTPI

Steward Partners Investment Advisory’s Petros Pharmaceuticals PTPI Stock Holding History

Steward Partners Investment Advisory’s Portfolio PTPI Stock Details PTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1
Closed -$1K – 3476
2020
Q4 		$1K Buy
+1
New +$941 ﹤0.01% 2803

Other funds holding PTPI

NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return

Steward Partners Investment Advisory's PTPI Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Petros Pharmaceuticals (PTPI) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in PTPI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 17 funds tracked by Wall St. Rank hold PTPI as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Petros Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1 Petros Pharmaceuticals share in Q1 2021, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Petros Pharmaceuticals in Q4 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Petros Pharmaceuticals position peaked at $1K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held Petros Pharmaceuticals as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.