Avantax Advisory Services’s CohBar, Inc. Common Stock CWBR Stock Holding History

Avantax Advisory Services’s Portfolio CWBR Stock Details CWBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,283	Closed	-$7K	–	1396
2022 Q2	$7K	Buy	+1,283	New	+$8.58K	﹤0.01%	1297
2022 Q1	–	Sell	-333	Closed	-$3K	–	1372
2021 Q4	$3K	Hold	333	–	–	﹤0.01%	1243
2021 Q3	$10K	Hold	333	–	–	﹤0.01%	1173
2021 Q2	$14K	Buy	+333	New	+$13.1K	﹤0.01%	1134

Other funds holding CWBR

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

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

PLU

Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's CWBR Position: Q3 2022 in Review

Avantax Advisory Services sold out of CohBar, Inc. Common Stock (CWBR) in Q3 2022, closing a stake of 1,283 shares — an estimated $7K sold.

Avantax Advisory Services first reported a position in CWBR in Q2 2021 and held it in 4 quarters. The position peaked at $14K in Q2 2021. 22 funds tracked by Wall St. Rank hold CWBR as of Q3 2022.

Avantax Advisory Services reported no remaining CohBar, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 1,283 CohBar, Inc. Common Stock shares in Q3 2022, an estimated $7K.
Avantax Advisory Services first reported a position in CohBar, Inc. Common Stock in Q2 2021 and held it in 4 quarters.
Avantax Advisory Services's CohBar, Inc. Common Stock position peaked at $14K in Q2 2021.
22 funds tracked by Wall St. Rank held CohBar, Inc. Common Stock as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.