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Vanguard Personalized Indexing Management’s Avalo Therapeutics AVTX Stock Holding History

Vanguard Personalized Indexing Management’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
2023
Q4 		– Sell
-156
Closed -$4.51K – 1569
2023
Q3 		$4.51K Buy
+156
New +$6.97K ﹤0.01% 1477

Other funds holding AVTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Personalized Indexing Management's AVTX Position: Q4 2023 in Review

Vanguard Personalized Indexing Management sold out of Avalo Therapeutics (AVTX) in Q4 2023, closing a stake of 156 shares — an estimated $4.51K sold.

Vanguard Personalized Indexing Management first reported a position in AVTX in Q3 2023 and held it in 1 quarter. The position peaked at $4.51K in Q3 2023. 12 funds tracked by Wall St. Rank hold AVTX as of Q4 2023.

  • Vanguard Personalized Indexing Management reported no remaining Avalo Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 156 Avalo Therapeutics shares in Q4 2023, an estimated $4.51K.
  • Vanguard Personalized Indexing Management first reported a position in Avalo Therapeutics in Q3 2023 and held it in 1 quarter.
  • Vanguard Personalized Indexing Management's Avalo Therapeutics position peaked at $4.51K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2023, filed 8 Feb 2024.