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WealthPLAN Partners’s Zevra Therapeutics ZVRA Stock Holding History

WealthPLAN Partners’s Portfolio ZVRA Stock Details ZVRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$7.65K – 1220
2023
Q2 		$7.65K Buy
+1,500
New +$8.08K ﹤0.01% 838

Other funds holding ZVRA

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $278M AUM 38.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $468M AUM 30.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's ZVRA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Zevra Therapeutics (ZVRA) in Q3 2023, closing a stake of 1,500 shares — an estimated $7.65K sold.

WealthPLAN Partners first reported a position in ZVRA in Q2 2023 and held it in 1 quarter. The position peaked at $7.65K in Q2 2023. 77 funds tracked by Wall St. Rank hold ZVRA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Zevra Therapeutics position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,500 Zevra Therapeutics shares in Q3 2023, an estimated $7.65K.
  • WealthPLAN Partners first reported a position in Zevra Therapeutics in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Zevra Therapeutics position peaked at $7.65K in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Zevra Therapeutics as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.