Beaird Harris Wealth Management’s Precision BioSciences DTIL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4	Closed	-$46	–	609
2023 Q3	$46	Hold	4	–	–	﹤0.01%	447
2023 Q2	$71	Hold	4	–	–	﹤0.01%	454
2023 Q1	$101	Hold	4	–	–	﹤0.01%	464
2022 Q4	$159	Sell	4 -24	-86%	-$948	﹤0.01%	721
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	431
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	366
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	483
2021 Q4	$6K	Buy	+28	New	+$7.82K	﹤0.01%	449

Other funds holding DTIL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Beaird Harris Wealth Management sold out of Precision BioSciences (DTIL) in Q4 2023, closing a stake of 4 shares — an estimated $46 sold.

Beaird Harris Wealth Management first reported a position in DTIL in Q4 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 65 funds tracked by Wall St. Rank hold DTIL as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Precision BioSciences position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 4 Precision BioSciences shares in Q4 2023, an estimated $46.
Beaird Harris Wealth Management first reported a position in Precision BioSciences in Q4 2021 and held it in 8 quarters.
Beaird Harris Wealth Management's Precision BioSciences position peaked at $6K in Q4 2021.
65 funds tracked by Wall St. Rank held Precision BioSciences as of Q4 2023.

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