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Accel Wealth Management’s Adaptive Biotechnologies ADPT Stock Holding History

Accel 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
2023
Q2 		– Sell
-2,675
Closed -$23.6K – 181
2023
Q1 		$23.6K Hold
2,675
– – 0.01% 658
2022
Q4 		$20.4K Buy
2,675
+1,675
+168% +$13K 0.01% 539
2022
Q3 		$8K Buy
+1,000
New +$9.42K ﹤0.01% 773

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 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
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
BWLSA
Blue Water Life Science Advisors Larkspur, California $125M AUM 91.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Accel Wealth Management's ADPT Position: Q2 2023 in Review

Accel Wealth Management sold out of Adaptive Biotechnologies (ADPT) in Q2 2023, closing a stake of 2,675 shares — an estimated $23.6K sold.

Accel Wealth Management first reported a position in ADPT in Q3 2022 and held it in 3 quarters. The position peaked at $23.6K in Q1 2023. 210 funds tracked by Wall St. Rank hold ADPT as of Q2 2023.

  • Accel Wealth Management reported no remaining Adaptive Biotechnologies position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,675 Adaptive Biotechnologies shares in Q2 2023, an estimated $23.6K.
  • Accel Wealth Management first reported a position in Adaptive Biotechnologies in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's Adaptive Biotechnologies position peaked at $23.6K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.