WealthPLAN Partners’s Dynavax Technologies DVAX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-600
Closed -$3.09K 243
2017
Q1
$3.09K Buy
+600
New +$2.88K 0.01% 385
2016
Q3
$6.52K Sell
600
-600
-50% -$8.62K ﹤0.01% 664
2016
Q2
$8.76K Buy
+1,200
New +$20.5K ﹤0.01% 1788
2015
Q4
$7.25K Buy
+300
New +$7.51K ﹤0.01% 1242

Other funds holding DVAX

WealthPLAN Partners's DVAX Position: Q2 2017 in Review

WealthPLAN Partners sold out of Dynavax Technologies (DVAX) in Q2 2017, closing a stake of 600 shares — an estimated $3.09K sold.

WealthPLAN Partners first reported a position in DVAX in Q4 2015 and held it in 4 quarters. The position peaked at $8.76K in Q2 2016. 111 funds tracked by Wall St. Rank hold DVAX as of Q2 2017.

  • WealthPLAN Partners reported no remaining Dynavax Technologies position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 600 Dynavax Technologies shares in Q2 2017, an estimated $3.09K.
  • WealthPLAN Partners first reported a position in Dynavax Technologies in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Dynavax Technologies position peaked at $8.76K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held Dynavax Technologies as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.