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Aries Wealth Management’s Forte Biosciences FBRX Stock Holding History

Aries Wealth Management’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-520
Closed -$6.98K – 233
2024
Q2 		$6.98K Hold
520
– – ﹤0.01% 205
2024
Q1 		$9.05K Hold
520
– – ﹤0.01% 209
2023
Q4 		$10.7K Hold
520
– – ﹤0.01% 200
2023
Q3 		$7.54K Hold
520
– – ﹤0.01% 199
2023
Q2 		$13.5K Hold
520
– – 0.01% 201
2023
Q1 		$13.1K Hold
520
– – 0.01% 193
2022
Q4 		$13K Hold
520
– – 0.01% 187
2022
Q3 		$14K Hold
520
– – 0.01% 182
2022
Q2 		$17K Buy
+520
New +$16.5K 0.01% 173
2022
Q1 		– Sell
-520
Closed -$28K – 119
2021
Q4 		$28K Buy
+520
New +$35K 0.01% 187

Other funds holding FBRX

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aries Wealth Management's FBRX Position: Q3 2024 in Review

Aries Wealth Management sold out of Forte Biosciences (FBRX) in Q3 2024, closing a stake of 520 shares — an estimated $6.98K sold.

Aries Wealth Management first reported a position in FBRX in Q4 2021 and held it in 10 quarters. The position peaked at $28K in Q4 2021. 24 funds tracked by Wall St. Rank hold FBRX as of Q3 2024.

  • Aries Wealth Management reported no remaining Forte Biosciences position as of Q3 2024 after selling out during the quarter.
  • Aries Wealth Management sold 520 Forte Biosciences shares in Q3 2024, an estimated $6.98K.
  • Aries Wealth Management first reported a position in Forte Biosciences in Q4 2021 and held it in 10 quarters.
  • Aries Wealth Management's Forte Biosciences position peaked at $28K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Forte Biosciences as of Q3 2024.

Based on Aries Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.