United Capital Financial Advisors’s Savara SVRA Stock Holding History

United Capital Financial Advisors’s Portfolio SVRA Stock Details SVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,782	Closed	-$40K	–	1067
2022 Q4	$40K	Hold	25,782	–	–	﹤0.01%	1024
2022 Q3	$40K	Hold	25,782	–	–	﹤0.01%	1068
2022 Q2	$39K	Hold	25,782	–	–	﹤0.01%	1103
2022 Q1	$34K	Hold	25,782	–	–	﹤0.01%	1145
2021 Q4	$32K	Hold	25,782	–	–	﹤0.01%	1187
2021 Q3	$36K	Hold	25,782	–	–	﹤0.01%	1188
2021 Q2	$44K	Hold	25,782	–	–	﹤0.01%	1208
2021 Q1	$54K	Hold	25,782	–	–	﹤0.01%	1170
2020 Q4	$30K	Hold	25,782	–	–	﹤0.01%	1179
2020 Q3	$28K	Hold	25,782	–	–	﹤0.01%	1140
2020 Q2	$64K	Hold	25,782	–	–	﹤0.01%	1160
2020 Q1	$55K	Hold	25,782	–	–	﹤0.01%	1146
2019 Q4	$116K	Buy	+25,782	New	+$31K	﹤0.01%	1321
2019 Q3	–	Sell	-25,782	Closed	-$61K	–	1472
2019 Q2	$61K	Buy	+25,782	New	+$229K	﹤0.01%	1424

Other funds holding SVRA

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Caxton Corporation Princeton, New Jersey $4.02M AUM 256.08% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's SVRA Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Savara (SVRA) in Q1 2023, closing a stake of 25,782 shares — an estimated $40K sold.

United Capital Financial Advisors first reported a position in SVRA in Q2 2019 and held it in 14 quarters. The position peaked at $116K in Q4 2019. 68 funds tracked by Wall St. Rank hold SVRA as of Q1 2023.

United Capital Financial Advisors reported no remaining Savara position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 25,782 Savara shares in Q1 2023, an estimated $40K.
United Capital Financial Advisors first reported a position in Savara in Q2 2019 and held it in 14 quarters.
United Capital Financial Advisors's Savara position peaked at $116K in Q4 2019.
68 funds tracked by Wall St. Rank held Savara as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.