CSWM
NWBO

Cassady Schiller Wealth Management’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Cassady Schiller Wealth Management’s Portfolio NWBO Stock Details NWBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,750
Closed -$1K – 666
2021
Q4 		$1K Buy
+1,750
New +$1K ﹤0.01% 540

Other funds holding NWBO

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $930M AUM 16.14% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Cassady Schiller Wealth Management's NWBO Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q1 2022, closing a stake of 1,750 shares — an estimated $1K sold.

Cassady Schiller Wealth Management first reported a position in NWBO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 15 funds tracked by Wall St. Rank hold NWBO as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Northwest Biotherapeutics, Inc. Common stock position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 1,750 Northwest Biotherapeutics, Inc. Common stock shares in Q1 2022, an estimated $1K.
  • Cassady Schiller Wealth Management first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Northwest Biotherapeutics, Inc. Common stock position peaked at $1K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.