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Western Wealth Management’s AYTU BioPharma AYTU Stock Holding History

Western Wealth Management’s Portfolio AYTU Stock Details AYTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-83
Closed -$23K – 449
2020
Q2 		$23K Buy
83
+18
+28% +$5.45K ﹤0.01% 418
2020
Q1 		$20K Buy
+65
New +$12.6K ﹤0.01% 370

Other funds holding AYTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Western Wealth Management's AYTU Position: Q3 2020 in Review

Western Wealth Management sold out of AYTU BioPharma (AYTU) in Q3 2020, closing a stake of 83 shares — an estimated $23K sold.

Western Wealth Management first reported a position in AYTU in Q1 2020 and held it in 2 quarters. The position peaked at $23K in Q2 2020. 57 funds tracked by Wall St. Rank hold AYTU as of Q3 2020.

  • Western Wealth Management reported no remaining AYTU BioPharma position as of Q3 2020 after selling out during the quarter.
  • Western Wealth Management sold 83 AYTU BioPharma shares in Q3 2020, an estimated $23K.
  • Western Wealth Management first reported a position in AYTU BioPharma in Q1 2020 and held it in 2 quarters.
  • Western Wealth Management's AYTU BioPharma position peaked at $23K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held AYTU BioPharma as of Q3 2020.

Based on Western Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.