APP
IBIO icon

Avantax Planning Partners’s iBio IBIO Stock Holding History

Avantax Planning Partners’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,750
Closed -$47K – 378
2023
Q3 		$47K Hold
7,750
– – ﹤0.01% 355
2023
Q2 		$94.5K Buy
+7,750
New +$146K ﹤0.01% 362
2022
Q4 		– Sell
-250
Closed -$21K – 371
2022
Q3 		$21K Hold
250
– – ﹤0.01% 340
2022
Q2 		$33K Hold
250
– – ﹤0.01% 335
2022
Q1 		$54K Buy
250
+200
+400% +$41.8K ﹤0.01% 351
2021
Q4 		$14K Buy
50
+30
+150% +$11.4K ﹤0.01% 351
2021
Q3 		$11K Hold
20
– – ﹤0.01% 338
2021
Q2 		$15K Buy
+20
New +$14.6K ﹤0.01% 325

Other funds holding IBIO

SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Avantax Planning Partners's IBIO Position: Q4 2023 in Review

Avantax Planning Partners sold out of iBio (IBIO) in Q4 2023, closing a stake of 7,750 shares — an estimated $47K sold.

Avantax Planning Partners first reported a position in IBIO in Q2 2021 and held it in 8 quarters. The position peaked at $94.5K in Q2 2023. 21 funds tracked by Wall St. Rank hold IBIO as of Q4 2023.

  • Avantax Planning Partners reported no remaining iBio position as of Q4 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 7,750 iBio shares in Q4 2023, an estimated $47K.
  • Avantax Planning Partners first reported a position in iBio in Q2 2021 and held it in 8 quarters.
  • Avantax Planning Partners's iBio position peaked at $94.5K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held iBio as of Q4 2023.

Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.