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WealthPlan Investment Management’s Talphera TLPH Stock Holding History

WealthPlan Investment Management’s Portfolio TLPH Stock Details TLPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-75
Closed -$83 – 336
2023
Q2 		$83 Buy
+75
New +$65 ﹤0.01% 365

Other funds holding TLPH

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFA
Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WealthPlan Investment Management's TLPH Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Talphera (TLPH) in Q3 2023, closing a stake of 75 shares — an estimated $83 sold.

WealthPlan Investment Management first reported a position in TLPH in Q2 2023 and held it in 1 quarter. The position peaked at $83 in Q2 2023. 31 funds tracked by Wall St. Rank hold TLPH as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Talphera position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 75 Talphera shares in Q3 2023, an estimated $83.
  • WealthPlan Investment Management first reported a position in Talphera in Q2 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Talphera position peaked at $83 in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Talphera as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.