AE Wealth Management’s Crescent Biopharma CBIO Stock Holding History

AE Wealth Management’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
2023 Q1	–	Sell	-269	Closed	-$81.5K	–	1923
2022 Q4	$81.5K	Buy	+269	New	+$39.7K	﹤0.01%	1730

Other funds holding CBIO

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AE Wealth Management's CBIO Position: Q1 2023 in Review

AE Wealth Management sold out of Crescent Biopharma (CBIO) in Q1 2023, closing a stake of 269 shares — an estimated $81.5K sold.

AE Wealth Management first reported a position in CBIO in Q4 2022 and held it in 1 quarter. The position peaked at $81.5K in Q4 2022. 54 funds tracked by Wall St. Rank hold CBIO as of Q1 2023.

AE Wealth Management reported no remaining Crescent Biopharma position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 269 Crescent Biopharma shares in Q1 2023, an estimated $81.5K.
AE Wealth Management first reported a position in Crescent Biopharma in Q4 2022 and held it in 1 quarter.
AE Wealth Management's Crescent Biopharma position peaked at $81.5K in Q4 2022.
54 funds tracked by Wall St. Rank held Crescent Biopharma as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.