Beaird Harris Wealth Management’s Cabaletta Bio CABA Stock Holding History

Beaird Harris Wealth Management’s Portfolio CABA Stock Details CABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-79	Closed	-$180	–	511
2024 Q4	$180	Hold	79	–	–	﹤0.01%	493
2024 Q3	$373	Hold	79	–	–	﹤0.01%	496
2024 Q2	$591	Hold	79	–	–	﹤0.01%	621
2024 Q1	$1.35K	Hold	79	–	–	﹤0.01%	515
2023 Q4	$1.79K	Hold	79	–	–	﹤0.01%	476
2023 Q3	$1.2K	Hold	79	–	–	﹤0.01%	382
2023 Q2	$1.02K	Hold	79	–	–	﹤0.01%	395
2023 Q1	$654	Hold	79	–	–	﹤0.01%	432
2022 Q4	$731	Hold	79	–	–	﹤0.01%	659
2022 Q3	$0	Hold	79	–	–	﹤0.01%	487
2022 Q2	$0	Hold	79	–	–	﹤0.01%	432
2022 Q1	$0	Hold	79	–	–	﹤0.01%	621
2021 Q4	$0	Buy	+79	New	+$843	﹤0.01%	650

Other funds holding CABA

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's CABA Position: Q1 2025 in Review

Beaird Harris Wealth Management sold out of Cabaletta Bio (CABA) in Q1 2025, closing a stake of 79 shares — an estimated $180 sold.

Beaird Harris Wealth Management first reported a position in CABA in Q4 2021 and held it in 13 quarters. The position peaked at $1.79K in Q4 2023. 92 funds tracked by Wall St. Rank hold CABA as of Q1 2025.

Beaird Harris Wealth Management reported no remaining Cabaletta Bio position as of Q1 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 79 Cabaletta Bio shares in Q1 2025, an estimated $180.
Beaird Harris Wealth Management first reported a position in Cabaletta Bio in Q4 2021 and held it in 13 quarters.
Beaird Harris Wealth Management's Cabaletta Bio position peaked at $1.79K in Q4 2023.
92 funds tracked by Wall St. Rank held Cabaletta Bio as of Q1 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.