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Arkadios Wealth Advisors’s Orchestra BioMed OBIO Stock Holding History

Arkadios Wealth Advisors’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,595
Closed -$272K – 898
2024
Q1 		$272K Hold
51,595
– – 0.02% 567
2023
Q4 		$471K Hold
51,595
– – 0.04% 382
2023
Q3 		$450K Buy
+51,595
New +$347K 0.04% 368

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's OBIO Position: Q2 2024 in Review

Arkadios Wealth Advisors sold out of Orchestra BioMed (OBIO) in Q2 2024, closing a stake of 51,595 shares — an estimated $272K sold.

Arkadios Wealth Advisors first reported a position in OBIO in Q3 2023 and held it in 3 quarters. The position peaked at $471K in Q4 2023. 47 funds tracked by Wall St. Rank hold OBIO as of Q2 2024.

  • Arkadios Wealth Advisors reported no remaining Orchestra BioMed position as of Q2 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 51,595 Orchestra BioMed shares in Q2 2024, an estimated $272K.
  • Arkadios Wealth Advisors first reported a position in Orchestra BioMed in Q3 2023 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Orchestra BioMed position peaked at $471K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.