Avantax Planning Partners’s Instil Bio TIL Stock Holding History

Avantax Planning Partners’s Portfolio TIL Stock Details TIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$6.3K	–	388
2022 Q4	$6.3K	Buy	+500	New	+$24.7K	﹤0.01%	364

Other funds holding TIL

CVV

Curative Ventures V Dallas, Texas $15.6M AUM 52.53% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

WSL

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avantax Planning Partners's TIL Position: Q1 2023 in Review

Avantax Planning Partners sold out of Instil Bio (TIL) in Q1 2023, closing a stake of 500 shares — an estimated $6.3K sold.

Avantax Planning Partners first reported a position in TIL in Q4 2022 and held it in 1 quarter. The position peaked at $6.3K in Q4 2022. 73 funds tracked by Wall St. Rank hold TIL as of Q1 2023.

Avantax Planning Partners reported no remaining Instil Bio position as of Q1 2023 after selling out during the quarter.
Avantax Planning Partners sold 500 Instil Bio shares in Q1 2023, an estimated $6.3K.
Avantax Planning Partners first reported a position in Instil Bio in Q4 2022 and held it in 1 quarter.
Avantax Planning Partners's Instil Bio position peaked at $6.3K in Q4 2022.
73 funds tracked by Wall St. Rank held Instil Bio as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.