Axxcess Wealth Management’s LianBio American Depositary Shares LIAN Stock Holding History

Axxcess Wealth Management’s Portfolio LIAN Stock Details LIAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-27,126	Closed	-$121K	–	942
2023 Q4	$121K	Buy	27,126 +10,536	+64%	+$36.2K	﹤0.01%	807
2023 Q3	$24.7K	Buy	+16,590	New	+$31.6K	﹤0.01%	788

Other funds holding LIAN

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Axxcess Wealth Management's LIAN Position: Q1 2024 in Review

Axxcess Wealth Management sold out of LianBio American Depositary Shares (LIAN) in Q1 2024, closing a stake of 27,126 shares — an estimated $121K sold.

Axxcess Wealth Management first reported a position in LIAN in Q3 2023 and held it in 2 quarters. The position peaked at $121K in Q4 2023. 3 funds tracked by Wall St. Rank hold LIAN as of Q1 2024.

Axxcess Wealth Management reported no remaining LianBio American Depositary Shares position as of Q1 2024 after selling out during the quarter.
Axxcess Wealth Management sold 27,126 LianBio American Depositary Shares shares in Q1 2024, an estimated $121K.
Axxcess Wealth Management first reported a position in LianBio American Depositary Shares in Q3 2023 and held it in 2 quarters.
Axxcess Wealth Management's LianBio American Depositary Shares position peaked at $121K in Q4 2023.
3 funds tracked by Wall St. Rank held LianBio American Depositary Shares as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.