VFA
ITRM

Valeo Financial Advisors’s Iterum Therapeutics ITRM Stock Holding History

Valeo Financial Advisors’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,373
Closed -$8K – 663
2021
Q4 		$8K Buy
1,373
+533
+63% +$4.12K ﹤0.01% 591
2021
Q3 		$7K Buy
+840
New +$10.3K ﹤0.01% 579
2021
Q2 		– Sell
-273
Closed -$6K – 1159
2021
Q1 		$6K Buy
+273
New +$6.5K ﹤0.01% 1510

Other funds holding ITRM

CPX
Canaan Partners X Menlo Park, California $74.7M AUM 151.56% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Valeo Financial Advisors's ITRM Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Iterum Therapeutics (ITRM) in Q1 2022, closing a stake of 1,373 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in ITRM in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 41 funds tracked by Wall St. Rank hold ITRM as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Iterum Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,373 Iterum Therapeutics shares in Q1 2022, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Iterum Therapeutics in Q1 2021 and held it in 3 quarters.
  • Valeo Financial Advisors's Iterum Therapeutics position peaked at $8K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.