WR Wealth Planners’s Annovis Bio ANVS Stock Holding History

WR Wealth Planners’s Portfolio ANVS Stock Details ANVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$755	Hold	150	–	–	﹤0.01%	956
2024 Q3	$1.21K	Hold	150	–	–	﹤0.01%	956
2024 Q2	$864	Hold	150	–	–	﹤0.01%	973
2024 Q1	$1.78K	Buy	+150	New	+$1.64K	﹤0.01%	893
2023 Q4	–	Sell	-150	Closed	-$1.42K	–	217
2023 Q3	$1.42K	Hold	150	–	–	﹤0.01%	810
2023 Q2	$2.14K	Hold	150	–	–	﹤0.01%	768
2023 Q1	$2.31K	Buy	+150	New	+$2.42K	﹤0.01%	761

Other funds holding ANVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

WR Wealth Planners's ANVS Position: Q4 2024 in Review

WR Wealth Planners held its Annovis Bio (ANVS) position steady in Q4 2024 at 150 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #956.

WR Wealth Planners first reported a position in ANVS in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.31K in Q1 2023. 40 funds tracked by Wall St. Rank hold ANVS as of Q4 2024.

WR Wealth Planners held 150 shares of Annovis Bio worth $755 as of Q4 2024.
WR Wealth Planners left its Annovis Bio share count unchanged in Q4 2024.
Annovis Bio made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #956 holding.
WR Wealth Planners first reported a position in Annovis Bio in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Annovis Bio position peaked at $2.31K in Q1 2023.
40 funds tracked by Wall St. Rank held Annovis Bio as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.