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Arete Wealth Advisors’s iBio IBIO Stock Holding History

Arete Wealth Advisors’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40
Closed -$3K – 663
2022
Q3 		$3K Buy
+40
New +$5.51K ﹤0.01% 577
2021
Q2 		– Sell
-20
Closed -$16K – 402
2021
Q1 		$16K Hold
20
– – ﹤0.01% 416
2020
Q4 		$11K Hold
20
– – ﹤0.01% 402
2020
Q3 		$21K Buy
+20
New +$29K ﹤0.01% 380

Other funds holding IBIO

SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Arete Wealth Advisors's IBIO Position: Q4 2022 in Review

Arete Wealth Advisors sold out of iBio (IBIO) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Arete Wealth Advisors first reported a position in IBIO in Q3 2020 and held it in 4 quarters. The position peaked at $21K in Q3 2020. 36 funds tracked by Wall St. Rank hold IBIO as of Q4 2022.

  • Arete Wealth Advisors reported no remaining iBio position as of Q4 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 40 iBio shares in Q4 2022, an estimated $3K.
  • Arete Wealth Advisors first reported a position in iBio in Q3 2020 and held it in 4 quarters.
  • Arete Wealth Advisors's iBio position peaked at $21K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held iBio as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.