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

Bartlett & Co’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
2023 Q4	$3K	Hold	4,292	–	–	﹤0.01%	1136
2023 Q3	$4K	Hold	4,292	–	–	﹤0.01%	1031
2023 Q2	$2K	Hold	4,292	–	–	﹤0.01%	1078
2023 Q1	$3K	Hold	4,292	–	–	﹤0.01%	962
2022 Q4	$3K	Hold	4,292	–	–	﹤0.01%	995
2022 Q3	$3K	Hold	4,292	–	–	﹤0.01%	1020
2022 Q2	$3K	Hold	4,292	–	–	﹤0.01%	1145
2022 Q1	$3K	Buy	+4,292	New	+$3K	﹤0.01%	981

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 $930M AUM 16.14% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Bartlett & Co's NWBO Position: Q4 2023 in Review

Bartlett & Co held its Northwest Biotherapeutics, Inc. Common stock (NWBO) position steady in Q4 2023 at 4,292 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Bartlett & Co first reported a position in NWBO in Q1 2022 and has held it in 8 quarters since. The position peaked at $4K in Q3 2023. 10 funds tracked by Wall St. Rank hold NWBO as of Q4 2023.

Bartlett & Co held 4,292 shares of Northwest Biotherapeutics, Inc. Common stock worth $3K as of Q4 2023.
Bartlett & Co left its Northwest Biotherapeutics, Inc. Common stock share count unchanged in Q4 2023.
Northwest Biotherapeutics, Inc. Common stock made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1136 holding.
Bartlett & Co first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q1 2022 and has held it in 8 quarters since.
Bartlett & Co's Northwest Biotherapeutics, Inc. Common stock position peaked at $4K in Q3 2023.
10 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.