WIM
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WealthPlan Investment Management’s Altimmune ALT Stock Holding History

WealthPlan Investment Management’s Portfolio ALT Stock Details ALT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,931
Closed -$158K – 445
2022
Q4 		$158K Sell
11,931
-1,248
-9% -$14K 0.01% 376
2022
Q3 		$135K Buy
+13,179
New +$195K 0.01% 357

Other funds holding ALT

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

WealthPlan Investment Management's ALT Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Altimmune (ALT) in Q1 2023, closing a stake of 11,931 shares — an estimated $158K sold.

WealthPlan Investment Management first reported a position in ALT in Q3 2022 and held it in 2 quarters. The position peaked at $158K in Q4 2022. 132 funds tracked by Wall St. Rank hold ALT as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Altimmune position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 11,931 Altimmune shares in Q1 2023, an estimated $158K.
  • WealthPlan Investment Management first reported a position in Altimmune in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Altimmune position peaked at $158K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Altimmune as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.