AWA
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Arete Wealth Advisors’s Mustang Bio MBIO Stock Holding History

Arete Wealth Advisors’s Portfolio MBIO Stock Details MBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21
Closed -$6K – 719
2023
Q1 		$6K Hold
21
– – ﹤0.01% 651
2022
Q4 		$6.14M Hold
21
– – ﹤0.01% 625
2022
Q3 		$7K Buy
+21
New +$9.73K ﹤0.01% 576
2022
Q2 		– Sell
-21
Closed -$16K – 517
2022
Q1 		$16K Hold
21
– – ﹤0.01% 505
2021
Q4 		$26K Buy
+21
New +$33.9K ﹤0.01% 499

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KOC
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LCM
Laurion Capital Management New York $1.07B AUM 75.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return