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Beaumont Financial Advisors’s Forte Biosciences FBRX Stock Holding History

Beaumont Financial Advisors’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-43
Closed -$20K – 281
2020
Q1 		$20K Hold
43
– – ﹤0.01% 234
2019
Q4 		$9K Hold
43
– – ﹤0.01% 281
2019
Q3 		$11K Hold
43
– – ﹤0.01% 271
2019
Q2 		$107K Buy
43
+3
+8% +$8.9K 0.01% 242
2019
Q1 		$163K Buy
40
+4
+11% +$15.5K 0.02% 225
2018
Q4 		$112K Hold
36
– – 0.02% 190
2018
Q3 		$212K Buy
+36
New +$137K 0.02% 214

Other funds holding FBRX

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Beaumont Financial Advisors's FBRX Position: Q2 2020 in Review

Beaumont Financial Advisors sold out of Forte Biosciences (FBRX) in Q2 2020, closing a stake of 43 shares — an estimated $20K sold.

Beaumont Financial Advisors first reported a position in FBRX in Q3 2018 and held it in 7 quarters. The position peaked at $212K in Q3 2018. 27 funds tracked by Wall St. Rank hold FBRX as of Q2 2020.

  • Beaumont Financial Advisors reported no remaining Forte Biosciences position as of Q2 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 43 Forte Biosciences shares in Q2 2020, an estimated $20K.
  • Beaumont Financial Advisors first reported a position in Forte Biosciences in Q3 2018 and held it in 7 quarters.
  • Beaumont Financial Advisors's Forte Biosciences position peaked at $212K in Q3 2018.
  • 27 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2020.

Based on Beaumont Financial Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.