Clearstead Advisors’s Boundless Bio BOLD Stock Holding History

Clearstead Advisors’s Portfolio BOLD Stock Details BOLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-24	Closed	-$25	–	3275
2025 Q2	$25	Buy	+24	New	+$32	﹤0.01%	2698

Other funds holding BOLD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

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

SAM

Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

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

Clearstead Advisors's BOLD Position: Q3 2025 in Review

Clearstead Advisors sold out of Boundless Bio (BOLD) in Q3 2025, closing a stake of 24 shares — an estimated $25 sold.

Clearstead Advisors first reported a position in BOLD in Q2 2025 and held it in 1 quarter. The position peaked at $25 in Q2 2025. 35 funds tracked by Wall St. Rank hold BOLD as of Q3 2025.

Clearstead Advisors reported no remaining Boundless Bio position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 24 Boundless Bio shares in Q3 2025, an estimated $25.
Clearstead Advisors first reported a position in Boundless Bio in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's Boundless Bio position peaked at $25 in Q2 2025.
35 funds tracked by Wall St. Rank held Boundless Bio as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.