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Abich Financial Wealth Management’s Adaptive Biotechnologies ADPT Stock Holding History

Abich Financial Wealth Management’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.8K Buy
1,524
+811
+114% +$3.53K 0.02% 220
2024
Q2 		$2.58K Buy
713
+648
+997% +$2.06K ﹤0.01% 438
2024
Q1 		$209 Buy
+65
New +$251 ﹤0.01% 480

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
AAP
Aristotle Atlantic Partners Sarasota, Florida $2.14B AUM 37.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Abich Financial Wealth Management's ADPT Position: Q3 2024 in Review

Abich Financial Wealth Management increased its Adaptive Biotechnologies (ADPT) stake by 114% in Q3 2024, buying an estimated $3.53K and bringing the position to 1,524 shares worth $7.8K. The position accounts for 0.02% of the portfolio, ranked #220.

Abich Financial Wealth Management first reported a position in ADPT in Q1 2024 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold ADPT as of Q3 2024.

  • Abich Financial Wealth Management held 1,524 shares of Adaptive Biotechnologies worth $7.8K as of Q3 2024.
  • Abich Financial Wealth Management bought 811 Adaptive Biotechnologies shares in Q3 2024, an estimated $3.53K.
  • Adaptive Biotechnologies made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2024, its #220 holding.
  • Abich Financial Wealth Management first reported a position in Adaptive Biotechnologies in Q1 2024 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.