Arete Wealth Advisors’s Cibus CBUS Stock Holding History

Arete Wealth Advisors’s Portfolio CBUS Stock Details CBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,245	Closed	-$360K	–	531
2023 Q2	$360K	Buy	+34,245	New	+$616K	0.03%	443

Other funds holding CBUS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCG

Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FNBT

FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return

Arete Wealth Advisors's CBUS Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Cibus (CBUS) in Q3 2023, closing a stake of 34,245 shares — an estimated $360K sold.

Arete Wealth Advisors first reported a position in CBUS in Q2 2023 and held it in 1 quarter. The position peaked at $360K in Q2 2023. 31 funds tracked by Wall St. Rank hold CBUS as of Q3 2023.

Arete Wealth Advisors reported no remaining Cibus position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 34,245 Cibus shares in Q3 2023, an estimated $360K.
Arete Wealth Advisors first reported a position in Cibus in Q2 2023 and held it in 1 quarter.
Arete Wealth Advisors's Cibus position peaked at $360K in Q2 2023.
31 funds tracked by Wall St. Rank held Cibus as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.