WE
PVLA

Wealth Effects’s Palvella Therapeutics PVLA Stock Holding History

Wealth Effects’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
2023
Q4 		– Sell
-146
Closed -$3.49K – 237
2023
Q3 		$3.49K Sell
146
-63
-30% -$1.35K ﹤0.01% 197
2023
Q2 		$2.76K Sell
209
-69
-25% -$4.18K ﹤0.01% 202
2023
Q1 		$21.7K Buy
278
+7
+3% +$811 0.01% 195
2022
Q4 		$22.6K Sell
271
-205
-43% -$16.5K 0.01% 189
2022
Q3 		$44K Sell
476
-517
-52% -$66.7K 0.03% 179
2022
Q2 		$148K Sell
993
-12
-1% -$2.19K 0.09% 171
2022
Q1 		$244K Sell
1,005
-86
-8% -$22.6K 0.11% 163
2021
Q4 		$330K Buy
+1,091
New +$349K 0.14% 137

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Wealth Effects's PVLA Position: Q4 2023 in Review

Wealth Effects sold out of Palvella Therapeutics (PVLA) in Q4 2023, closing a stake of 146 shares — an estimated $3.49K sold.

Wealth Effects first reported a position in PVLA in Q4 2021 and held it in 8 quarters. The position peaked at $330K in Q4 2021. 46 funds tracked by Wall St. Rank hold PVLA as of Q4 2023.

  • Wealth Effects reported no remaining Palvella Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Wealth Effects sold 146 Palvella Therapeutics shares in Q4 2023, an estimated $3.49K.
  • Wealth Effects first reported a position in Palvella Therapeutics in Q4 2021 and held it in 8 quarters.
  • Wealth Effects's Palvella Therapeutics position peaked at $330K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q4 2023.

Based on Wealth Effects's 13F filing for Q4 2023, filed 29 Jan 2024.