AWM
DFTX

Accurate Wealth Management’s Definium Therapeutics DFTX Stock Holding History

Accurate Wealth Management’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-649
Closed -$1.8K – 951
2022
Q4 		$1.8K Buy
+649
New +$1.8K ﹤0.01% 1232
2022
Q3 		– Sell
-2,683
Closed -$26K – 204
2022
Q2 		$26K Buy
2,683
+394
+17% +$4.99K 0.01% 155
2022
Q1 		$38K Buy
+2,289
New +$39.7K 0.02% 176
2021
Q4 		– Sell
-1,763
Closed -$63K – 141
2021
Q3 		$63K Buy
1,763
+260
+17% +$11.2K 0.05% 137
2021
Q2 		$78K Buy
+1,503
New +$78.9K 0.07% 132

Other funds holding DFTX

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return

Accurate Wealth Management's DFTX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Definium Therapeutics (DFTX) in Q1 2023, closing a stake of 649 shares — an estimated $1.8K sold.

Accurate Wealth Management first reported a position in DFTX in Q2 2021 and held it in 5 quarters. The position peaked at $78K in Q2 2021. 88 funds tracked by Wall St. Rank hold DFTX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Definium Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 649 Definium Therapeutics shares in Q1 2023, an estimated $1.8K.
  • Accurate Wealth Management first reported a position in Definium Therapeutics in Q2 2021 and held it in 5 quarters.
  • Accurate Wealth Management's Definium Therapeutics position peaked at $78K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.