Wealth Effects’s Dynavax Technologies DVAX Stock Holding History

Wealth Effects’s Portfolio DVAX Stock Details DVAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27,250	Closed	-$267K	–	203
2023 Q1	$267K	Sell	27,250 -500	-2%	-$5.34K	0.14%	145
2022 Q4	$295K	Sell	27,750 -17,500	-39%	-$203K	0.17%	133
2022 Q3	$472K	Sell	45,250 -1,000	-2%	-$13K	0.29%	79
2022 Q2	$582K	Buy	46,250 +18,750	+68%	+$199K	0.35%	67
2022 Q1	$298K	Hold	27,500	–	–	0.14%	136
2021 Q4	$387K	Buy	+27,500	New	+$452K	0.16%	125

Other funds holding DVAX

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Wealth Effects's DVAX Position: Q2 2023 in Review

Wealth Effects sold out of Dynavax Technologies (DVAX) in Q2 2023, closing a stake of 27,250 shares — an estimated $267K sold.

Wealth Effects first reported a position in DVAX in Q4 2021 and held it in 6 quarters. The position peaked at $582K in Q2 2022. 215 funds tracked by Wall St. Rank hold DVAX as of Q2 2023.

Wealth Effects reported no remaining Dynavax Technologies position as of Q2 2023 after selling out during the quarter.
Wealth Effects sold 27,250 Dynavax Technologies shares in Q2 2023, an estimated $267K.
Wealth Effects first reported a position in Dynavax Technologies in Q4 2021 and held it in 6 quarters.
Wealth Effects's Dynavax Technologies position peaked at $582K in Q2 2022.
215 funds tracked by Wall St. Rank held Dynavax Technologies as of Q2 2023.

Based on Wealth Effects's 13F filing for Q2 2023, filed 18 Jul 2023.