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Bard Financial Services’s ImmunityBio IBRX Stock Holding History

Bard Financial Services’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36.9K Hold
15,000
– – ﹤0.01% 205
2025
Q2 		$39.6K Hold
15,000
– – ﹤0.01% 196
2025
Q1 		$45.1K Hold
15,000
– – 0.01% 200
2024
Q4 		$38.4K Hold
15,000
– – ﹤0.01% 201
2024
Q3 		$55.8K Hold
15,000
– – 0.01% 203
2024
Q2 		$94.8K Hold
15,000
– – 0.01% 208
2024
Q1 		$80.5K Sell
15,000
-4,250
-22% -$19.2K 0.01% 219
2023
Q4 		$96.6K Hold
19,250
– – 0.01% 220
2023
Q3 		$32.5K Hold
19,250
– – ﹤0.01% 224
2023
Q2 		$53.5K Buy
+19,250
New +$54.4K ﹤0.01% 314

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 7.93% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return