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Beaird Harris Wealth Management’s Black Diamond Therapeutics BDTX Stock Holding History

Beaird Harris Wealth Management’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36
Closed -$104 – 603
2023
Q3 		$104 Hold
36
– – ﹤0.01% 436
2023
Q2 		$182 Hold
36
– – ﹤0.01% 439
2023
Q1 		$69 Hold
36
– – ﹤0.01% 473
2022
Q4 		$65 Hold
36
– – ﹤0.01% 727
2022
Q3 		$0 Hold
36
– – ﹤0.01% 483
2022
Q2 		$0 Hold
36
– – ﹤0.01% 422
2022
Q1 		$0 Hold
36
– – ﹤0.01% 618
2021
Q4 		$0 Buy
+36
New +$252 ﹤0.01% 649

Other funds holding BDTX

BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management's BDTX Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Black Diamond Therapeutics (BDTX) in Q4 2023, closing a stake of 36 shares — an estimated $104 sold.

Beaird Harris Wealth Management first reported a position in BDTX in Q4 2021 and held it in 8 quarters. The position peaked at $182 in Q2 2023. 76 funds tracked by Wall St. Rank hold BDTX as of Q4 2023.

  • Beaird Harris Wealth Management reported no remaining Black Diamond Therapeutics position as of Q4 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 36 Black Diamond Therapeutics shares in Q4 2023, an estimated $104.
  • Beaird Harris Wealth Management first reported a position in Black Diamond Therapeutics in Q4 2021 and held it in 8 quarters.
  • Beaird Harris Wealth Management's Black Diamond Therapeutics position peaked at $182 in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.