WWMSC
PVLA

Wagner Wealth Management (South Carolina)’s Palvella Therapeutics PVLA Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1
Closed – – 711
2022
Q3 		$0 Hold
1
– – ﹤0.01% 782
2022
Q2 		$0 Buy
+1
New +$182 ﹤0.01% 730
2022
Q1 		– Sell
-1
Closed – – 672
2021
Q4 		$0 Hold
1
– – ﹤0.01% 713
2021
Q3 		$1K Buy
+1
New +$348 ﹤0.01% 638

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ACM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s PVLA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Palvella Therapeutics (PVLA) in Q4 2022, closing a stake of 1 share.

Wagner Wealth Management (South Carolina) first reported a position in PVLA in Q3 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 63 funds tracked by Wall St. Rank hold PVLA as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Palvella Therapeutics position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1 Palvella Therapeutics share in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Palvella Therapeutics in Q3 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s Palvella Therapeutics position peaked at $1K in Q3 2021.
  • 63 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.