Carolina Wealth Advisors’s BiomX PHGE Stock Holding History

Carolina Wealth Advisors’s Portfolio PHGE Stock Details PHGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8	Closed	-$83	–	284
2025 Q3	$83	Hold	8	–	–	﹤0.01%	227
2025 Q2	$72	Hold	8	–	–	﹤0.01%	265
2025 Q1	$88	Hold	8	–	–	﹤0.01%	280
2024 Q4	$116	Buy	+8	New	+$114	﹤0.01%	290

Other funds holding PHGE

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return

Carolina Wealth Advisors's PHGE Position: Q4 2025 in Review

Carolina Wealth Advisors sold out of BiomX (PHGE) in Q4 2025, closing a stake of 8 shares — an estimated $83 sold.

Carolina Wealth Advisors first reported a position in PHGE in Q4 2024 and held it in 4 quarters. The position peaked at $116 in Q4 2024. 11 funds tracked by Wall St. Rank hold PHGE as of Q4 2025.

Carolina Wealth Advisors reported no remaining BiomX position as of Q4 2025 after selling out during the quarter.
Carolina Wealth Advisors sold 8 BiomX shares in Q4 2025, an estimated $83.
Carolina Wealth Advisors first reported a position in BiomX in Q4 2024 and held it in 4 quarters.
Carolina Wealth Advisors's BiomX position peaked at $116 in Q4 2024.
11 funds tracked by Wall St. Rank held BiomX as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.