TWP
DBVT

Triad Wealth Partners’s DBV Technologies DBVT Stock Holding History

Triad Wealth Partners’s Portfolio DBVT Stock Details DBVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20
Closed -$82 – 246
2024
Q2 		$82 Buy
+20
New +$123 ﹤0.01% 960

Other funds holding DBVT

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NFGH
Nan Fung Group Holdings Kai Tak, Hong Kong $121M AUM 56.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Triad Wealth Partners's DBVT Position: Q3 2024 in Review

Triad Wealth Partners sold out of DBV Technologies (DBVT) in Q3 2024, closing a stake of 20 shares — an estimated $82 sold.

Triad Wealth Partners first reported a position in DBVT in Q2 2024 and held it in 1 quarter. The position peaked at $82 in Q2 2024. 23 funds tracked by Wall St. Rank hold DBVT as of Q3 2024.

  • Triad Wealth Partners reported no remaining DBV Technologies position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 20 DBV Technologies shares in Q3 2024, an estimated $82.
  • Triad Wealth Partners first reported a position in DBV Technologies in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's DBV Technologies position peaked at $82 in Q2 2024.
  • 23 funds tracked by Wall St. Rank held DBV Technologies as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.