WWP
AVDL

WR Wealth Planners’s Avadel Pharmaceuticals AVDL Stock Holding History

WR Wealth Planners’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-468
Closed -$4.29K – 906
2023
Q1 		$4.29K Buy
+468
New +$3.85K ﹤0.01% 702

Other funds holding AVDL

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

WR Wealth Planners's AVDL Position: Q2 2023 in Review

WR Wealth Planners sold out of Avadel Pharmaceuticals (AVDL) in Q2 2023, closing a stake of 468 shares — an estimated $4.29K sold.

WR Wealth Planners first reported a position in AVDL in Q1 2023 and held it in 1 quarter. The position peaked at $4.29K in Q1 2023. 101 funds tracked by Wall St. Rank hold AVDL as of Q2 2023.

  • WR Wealth Planners reported no remaining Avadel Pharmaceuticals position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 468 Avadel Pharmaceuticals shares in Q2 2023, an estimated $4.29K.
  • WR Wealth Planners first reported a position in Avadel Pharmaceuticals in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Avadel Pharmaceuticals position peaked at $4.29K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.