WHCFA
DWTX

William Howard & Co Financial Advisors’s Dogwood Therapeutics DWTX Stock Holding History

William Howard & Co Financial Advisors’s Portfolio DWTX Stock Details DWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-403
Closed -$2K – 59
2024
Q3 		$2K Hold
403
– – ﹤0.01% 57
2024
Q2 		$2K Hold
403
– – ﹤0.01% 48
2024
Q1 		$5K Buy
+403
New +$4.53K ﹤0.01% 45

Other funds holding DWTX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

William Howard & Co Financial Advisors's DWTX Position: Q4 2024 in Review

William Howard & Co Financial Advisors sold out of Dogwood Therapeutics (DWTX) in Q4 2024, closing a stake of 403 shares — an estimated $2K sold.

William Howard & Co Financial Advisors first reported a position in DWTX in Q1 2024 and held it in 3 quarters. The position peaked at $5K in Q1 2024. 10 funds tracked by Wall St. Rank hold DWTX as of Q4 2024.

  • William Howard & Co Financial Advisors reported no remaining Dogwood Therapeutics position as of Q4 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 403 Dogwood Therapeutics shares in Q4 2024, an estimated $2K.
  • William Howard & Co Financial Advisors first reported a position in Dogwood Therapeutics in Q1 2024 and held it in 3 quarters.
  • William Howard & Co Financial Advisors's Dogwood Therapeutics position peaked at $5K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Dogwood Therapeutics as of Q4 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.