BFC
PPBT

Bedel Financial Consulting’s Purple Biotech PPBT Stock Holding History

Bedel Financial Consulting’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13
Closed -$11K – 865
2020
Q3 		$11K Sell
13
-2
-13% -$2.47K 0.01% 505
2020
Q2 		$33K Buy
+15
New +$14.7K 0.02% 333

Other funds holding PPBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $5.32B AUM 30.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.43B AUM 25.27% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Bedel Financial Consulting's PPBT Position: Q4 2020 in Review

Bedel Financial Consulting sold out of Purple Biotech (PPBT) in Q4 2020, closing a stake of 13 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in PPBT in Q2 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 17 funds tracked by Wall St. Rank hold PPBT as of Q4 2020.

  • Bedel Financial Consulting reported no remaining Purple Biotech position as of Q4 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 13 Purple Biotech shares in Q4 2020, an estimated $11K.
  • Bedel Financial Consulting first reported a position in Purple Biotech in Q2 2020 and held it in 2 quarters.
  • Bedel Financial Consulting's Purple Biotech position peaked at $33K in Q2 2020.
  • 17 funds tracked by Wall St. Rank held Purple Biotech as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.