Wells Fargo
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Wells Fargo’s Avalo Therapeutics AVTX Stock Holding History

Wells Fargo’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$10 – 7059
2024
Q3 		$10 Hold
1
– – ﹤0.01% 6662
2024
Q2 		$12 Sell
1
-7
-88% -$91 ﹤0.01% 6605
2024
Q1 		$175 Hold
8
– – ﹤0.01% 6524
2023
Q4 		$73 Buy
8
+3
+60% +$68 ﹤0.01% 6844
2023
Q3 		$150 Buy
5
+4
+400% +$179 ﹤0.01% 6651
2023
Q2 		$57 Hold
1
– – ﹤0.01% 7025
2023
Q1 		$277 Hold
1
– – ﹤0.01% 6688
2022
Q4 		$660 Hold
1
– – ﹤0.01% 6308
2022
Q3 		$0 Hold
1
– – ﹤0.01% 6643
2022
Q2 		$0 Sell
1
-4
-80% -$5.35K ﹤0.01% 6783
2022
Q1 		$11K Sell
5
-10
-67% -$25.1K ﹤0.01% 6227
2021
Q4 		$72K Buy
+15
New +$90K ﹤0.01% 5791
2021
Q3 		– Sell
-6
Closed -$48.6K – 6547
2021
Q2 		$62K Sell
6
-4
-40% -$33.5K ﹤0.01% 5470
2021
Q1 		$84K Sell
10
-5
-33% -$47.2K ﹤0.01% 5562
2020
Q4 		$114K Hold
15
– – ﹤0.01% 5309
2020
Q3 		$98K Buy
15
+6
+67% +$45.1K ﹤0.01% 5274
2020
Q2 		$67K Sell
9
-3
-25% -$21.8K ﹤0.01% 5389
2020
Q1 		$87K Hold
12
– – ﹤0.01% 5131
2019
Q4 		$193K Hold
12
– – ﹤0.01% 4968
2019
Q3 		$118K Sell
12
-42
-78% -$469K ﹤0.01% 5241
2019
Q2 		$853K Buy
+54
New +$818K ﹤0.01% 3977

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Wells Fargo's AVTX Position: Q4 2024 in Review

Wells Fargo sold out of Avalo Therapeutics (AVTX) in Q4 2024, closing a stake of 1 share — an estimated $10 sold.

Wells Fargo first reported a position in AVTX in Q2 2019 and held it in 21 quarters. The position peaked at $853K in Q2 2019. 33 funds tracked by Wall St. Rank hold AVTX as of Q4 2024.

  • Wells Fargo reported no remaining Avalo Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 1 Avalo Therapeutics share in Q4 2024, an estimated $10.
  • Wells Fargo first reported a position in Avalo Therapeutics in Q2 2019 and held it in 21 quarters.
  • Wells Fargo's Avalo Therapeutics position peaked at $853K in Q2 2019.
  • 33 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.