AO
CBIO

Advisor OS’s Crescent Biopharma CBIO Stock Holding History

Advisor OS’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,010
Closed -$238K – 396
2023
Q4 		$238K Buy
+1,010
New +$157K 0.03% 295

Other funds holding CBIO

BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisor OS's CBIO Position: Q1 2024 in Review

Advisor OS sold out of Crescent Biopharma (CBIO) in Q1 2024, closing a stake of 1,010 shares — an estimated $238K sold.

Advisor OS first reported a position in CBIO in Q4 2023 and held it in 1 quarter. The position peaked at $238K in Q4 2023. 69 funds tracked by Wall St. Rank hold CBIO as of Q1 2024.

  • Advisor OS reported no remaining Crescent Biopharma position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 1,010 Crescent Biopharma shares in Q1 2024, an estimated $238K.
  • Advisor OS first reported a position in Crescent Biopharma in Q4 2023 and held it in 1 quarter.
  • Advisor OS's Crescent Biopharma position peaked at $238K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Crescent Biopharma as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.