WJWM
PVLA

Williams Jones Wealth Management’s Palvella Therapeutics PVLA Stock Holding History

Williams Jones Wealth Management’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-197
Closed -$29K – 598
2022
Q2 		$29K Buy
+197
New +$35.9K ﹤0.01% 555

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Williams Jones Wealth Management's PVLA Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Palvella Therapeutics (PVLA) in Q3 2022, closing a stake of 197 shares — an estimated $29K sold.

Williams Jones Wealth Management first reported a position in PVLA in Q2 2022 and held it in 1 quarter. The position peaked at $29K in Q2 2022. 65 funds tracked by Wall St. Rank hold PVLA as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Palvella Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 197 Palvella Therapeutics shares in Q3 2022, an estimated $29K.
  • Williams Jones Wealth Management first reported a position in Palvella Therapeutics in Q2 2022 and held it in 1 quarter.
  • Williams Jones Wealth Management's Palvella Therapeutics position peaked at $29K in Q2 2022.
  • 65 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.