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Tradition Wealth Management’s Coya Therapeutics COYA Stock Holding History

Tradition Wealth Management’s Portfolio COYA Stock Details COYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-849
Closed -$6K – 541
2023
Q4 		$6K Hold
849
– – ﹤0.01% 1100
2023
Q3 		$3K Hold
849
– – ﹤0.01% 1287
2023
Q2 		$3K Hold
849
– – ﹤0.01% 1319
2023
Q1 		$3K Buy
+849
New +$3.71K ﹤0.01% 1239

Other funds holding COYA

DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's COYA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Coya Therapeutics (COYA) in Q1 2024, closing a stake of 849 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in COYA in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q4 2023. 19 funds tracked by Wall St. Rank hold COYA as of Q1 2024.

  • Tradition Wealth Management reported no remaining Coya Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 849 Coya Therapeutics shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in Coya Therapeutics in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Coya Therapeutics position peaked at $6K in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Coya Therapeutics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.