APP
HCWB icon

Avantax Planning Partners’s HCW Biologics HCWB Stock Holding History

Avantax Planning Partners’s Portfolio HCWB Stock Details HCWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,165
Closed -$78.9K – 454
2025
Q1 		$78.9K Hold
1,165
– – ﹤0.01% 425
2024
Q4 		$125K Hold
1,165
– – ﹤0.01% 421
2024
Q3 		$151K Hold
1,165
– – 0.01% 425
2024
Q2 		$181K Buy
1,165
+416
+56% +$123K 0.01% 448
2024
Q1 		$315K Buy
749
+1
+0.1% +$320 0.01% 354
2023
Q4 		$220K Buy
+748
New +$255K 0.01% 347

Other funds holding HCWB

GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Avantax Planning Partners's HCWB Position: Q2 2025 in Review

Avantax Planning Partners sold out of HCW Biologics (HCWB) in Q2 2025, closing a stake of 1,165 shares — an estimated $78.9K sold.

Avantax Planning Partners first reported a position in HCWB in Q4 2023 and held it in 6 quarters. The position peaked at $315K in Q1 2024. 8 funds tracked by Wall St. Rank hold HCWB as of Q2 2025.

  • Avantax Planning Partners reported no remaining HCW Biologics position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 1,165 HCW Biologics shares in Q2 2025, an estimated $78.9K.
  • Avantax Planning Partners first reported a position in HCW Biologics in Q4 2023 and held it in 6 quarters.
  • Avantax Planning Partners's HCW Biologics position peaked at $315K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held HCW Biologics as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.