Commonwealth Equity Services

Commonwealth Equity Services’s Crescent Biopharma CBIO Stock Holding History

Commonwealth Equity Services’s Portfolio CBIO Stock Details CBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$15K	–	3951
2023 Q3	$15K	Hold	100	–	–	﹤0.01%	3753
2023 Q2	$17K	Hold	100	–	–	﹤0.01%	3757
2023 Q1	$12	Hold	100	–	–	﹤0.01%	3710
2022 Q4	$30K	Hold	100	–	–	﹤0.01%	3569
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	3641
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	3647
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	3684
2021 Q4	$14K	Hold	100	–	–	﹤0.01%	3618
2021 Q3	$21K	Hold	100	–	–	﹤0.01%	3545
2021 Q2	$23K	Hold	100	–	–	﹤0.01%	3495
2021 Q1	$30K	Buy	+100	New	+$35.8K	﹤0.01%	3362

Other funds holding CBIO

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management

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