Stifel Financial
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Stifel Financial’s Avalo Therapeutics AVTX Stock Holding History

Stifel Financial’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed -$15K – 3282
2022
Q2 		$15K Buy
10
+1
+11% +$1.34K ﹤0.01% 3286
2022
Q1 		$18K Buy
9
+4
+80% +$10K ﹤0.01% 3345
2021
Q4 		$26K Buy
5
+2
+67% +$12K ﹤0.01% 3341
2021
Q3 		$22K Buy
+3
New +$24.3K ﹤0.01% 3304
2021
Q1 		– Sell
-3
Closed -$26K – 3209
2020
Q4 		$26K Buy
+3
New +$20.8K ﹤0.01% 3015

Other funds holding AVTX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Stifel Financial's AVTX Position: Q3 2022 in Review

Stifel Financial sold out of Avalo Therapeutics (AVTX) in Q3 2022, closing a stake of 10 shares — an estimated $15K sold.

Stifel Financial first reported a position in AVTX in Q4 2020 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 18 funds tracked by Wall St. Rank hold AVTX as of Q3 2022.

  • Stifel Financial reported no remaining Avalo Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 10 Avalo Therapeutics shares in Q3 2022, an estimated $15K.
  • Stifel Financial first reported a position in Avalo Therapeutics in Q4 2020 and held it in 5 quarters.
  • Stifel Financial's Avalo Therapeutics position peaked at $26K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.