BSW
IMRX icon

Buckingham Strategic Wealth’s Immuneering IMRX Stock Holding History

Buckingham Strategic Wealth’s Portfolio IMRX Stock Details IMRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200,200
Closed -$2.87M – 640
2022
Q3 		$2.87M Hold
200,200
– – 0.06% 140
2022
Q2 		$1.08M Buy
+200,200
New +$1.07M 0.02% 255

Other funds holding IMRX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Buckingham Strategic Wealth's IMRX Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Immuneering (IMRX) in Q4 2022, closing a stake of 200,200 shares — an estimated $2.87M sold.

Buckingham Strategic Wealth first reported a position in IMRX in Q2 2022 and held it in 2 quarters. The position peaked at $2.87M in Q3 2022. 34 funds tracked by Wall St. Rank hold IMRX as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Immuneering position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 200,200 Immuneering shares in Q4 2022, an estimated $2.87M.
  • Buckingham Strategic Wealth first reported a position in Immuneering in Q2 2022 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Immuneering position peaked at $2.87M in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Immuneering as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.