Belpointe Asset Management’s iBio IBIO Stock Holding History

Belpointe Asset Management’s Portfolio IBIO Stock Details IBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-41	Closed	-$1.71K	–	1834
2023 Q1	$1.71K	Sell	41 -3	-7%	-$77	﹤0.01%	3350
2022 Q4	$388	Buy	+44	New	+$1.49K	﹤0.01%	3575
2021 Q3	–	Sell	-236	Closed	-$178K	–	1212
2021 Q2	$178K	Buy	+236	New	+$172K	0.01%	875

Other funds holding IBIO

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Belpointe Asset Management's IBIO Position: Q2 2023 in Review

Belpointe Asset Management sold out of iBio (IBIO) in Q2 2023, closing a stake of 41 shares — an estimated $1.71K sold.

Belpointe Asset Management first reported a position in IBIO in Q2 2021 and held it in 3 quarters. The position peaked at $178K in Q2 2021. 28 funds tracked by Wall St. Rank hold IBIO as of Q2 2023.

Belpointe Asset Management reported no remaining iBio position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 41 iBio shares in Q2 2023, an estimated $1.71K.
Belpointe Asset Management first reported a position in iBio in Q2 2021 and held it in 3 quarters.
Belpointe Asset Management's iBio position peaked at $178K in Q2 2021.
28 funds tracked by Wall St. Rank held iBio as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.