BCWM
NWBO

Bartlett & Co Wealth Management’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio NWBO Stock Details NWBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,292
Closed -$3.15K – 1250
2023
Q4 		$3.15K Hold
4,292
– – ﹤0.01% 1121
2023
Q3 		$3.9K Hold
4,292
– – ﹤0.01% 1021
2023
Q2 		$2.44K Hold
4,292
– – ﹤0.01% 1049
2023
Q1 		$2.68K Hold
4,292
– – ﹤0.01% 959
2022
Q4 		$3.37K Hold
4,292
– – ﹤0.01% 970
2022
Q3 		$3.06K Hold
4,292
– – ﹤0.01% 998
2022
Q2 		$2.7K Hold
4,292
– – ﹤0.01% 1138
2022
Q1 		$2.99K Buy
+4,292
New +$2.99K ﹤0.01% 974

Other funds holding NWBO

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

Bartlett & Co Wealth Management's NWBO Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q1 2024, closing a stake of 4,292 shares — an estimated $3.15K sold.

Bartlett & Co Wealth Management first reported a position in NWBO in Q1 2022 and held it in 8 quarters. The position peaked at $3.9K in Q3 2023. 10 funds tracked by Wall St. Rank hold NWBO as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Northwest Biotherapeutics, Inc. Common stock position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 4,292 Northwest Biotherapeutics, Inc. Common stock shares in Q1 2024, an estimated $3.15K.
  • Bartlett & Co Wealth Management first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q1 2022 and held it in 8 quarters.
  • Bartlett & Co Wealth Management's Northwest Biotherapeutics, Inc. Common stock position peaked at $3.9K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.