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Williams Jones Wealth Management’s Madrigal Pharmaceuticals MDGL Stock Holding History

Williams Jones Wealth Management’s Portfolio MDGL Stock Details MDGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,310
Closed -$1.69M – 563
2023
Q2 		$1.69M Buy
+7,310
New +$1.98M 0.03% 208

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Williams Jones Wealth Management's MDGL Position: Q3 2023 in Review

Williams Jones Wealth Management sold out of Madrigal Pharmaceuticals (MDGL) in Q3 2023, closing a stake of 7,310 shares — an estimated $1.69M sold.

Williams Jones Wealth Management first reported a position in MDGL in Q2 2023 and held it in 1 quarter. The position peaked at $1.69M in Q2 2023. 205 funds tracked by Wall St. Rank hold MDGL as of Q3 2023.

  • Williams Jones Wealth Management reported no remaining Madrigal Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Williams Jones Wealth Management sold 7,310 Madrigal Pharmaceuticals shares in Q3 2023, an estimated $1.69M.
  • Williams Jones Wealth Management first reported a position in Madrigal Pharmaceuticals in Q2 2023 and held it in 1 quarter.
  • Williams Jones Wealth Management's Madrigal Pharmaceuticals position peaked at $1.69M in Q2 2023.
  • 205 funds tracked by Wall St. Rank held Madrigal Pharmaceuticals as of Q3 2023.

Based on Williams Jones Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.