Clearstead Advisors’s Cibus CBUS Stock Holding History

Clearstead Advisors’s Portfolio CBUS Stock Details CBUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2	Closed	–	–	1300
2021 Q2	$0	Hold	2	–	–	﹤0.01%	1262
2021 Q1	$1K	Buy	+2	New	+$826	﹤0.01%	1007

Other funds holding CBUS

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Clearstead Advisors's CBUS Position: Q3 2021 in Review

Clearstead Advisors sold out of Cibus (CBUS) in Q3 2021, closing a stake of 2 shares.

Clearstead Advisors first reported a position in CBUS in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 47 funds tracked by Wall St. Rank hold CBUS as of Q3 2021.

Clearstead Advisors reported no remaining Cibus position as of Q3 2021 after selling out during the quarter.
Clearstead Advisors sold 2 Cibus shares in Q3 2021.
Clearstead Advisors first reported a position in Cibus in Q1 2021 and held it in 2 quarters.
Clearstead Advisors's Cibus position peaked at $1K in Q1 2021.
47 funds tracked by Wall St. Rank held Cibus as of Q3 2021.

Based on Clearstead Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.