AAS
PPBT

Ameritas Advisory Services’s Purple Biotech PPBT Stock Holding History

Ameritas Advisory Services’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$1.9K – 2028
2023
Q1 		$1.9K Buy
+5
New +$1.87K ﹤0.01% 2401

Other funds holding PPBT

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ameritas Advisory Services's PPBT Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Purple Biotech (PPBT) in Q2 2023, closing a stake of 5 shares — an estimated $1.9K sold.

Ameritas Advisory Services first reported a position in PPBT in Q1 2023 and held it in 1 quarter. The position peaked at $1.9K in Q1 2023. 15 funds tracked by Wall St. Rank hold PPBT as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Purple Biotech position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 5 Purple Biotech shares in Q2 2023, an estimated $1.9K.
  • Ameritas Advisory Services first reported a position in Purple Biotech in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Purple Biotech position peaked at $1.9K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Purple Biotech as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.