CWP
BCTX

Concord Wealth Partners’s Briacell Therapeutics BCTX Stock Holding History

Concord Wealth Partners’s Portfolio BCTX Stock Details BCTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-33
Closed -$1.22K – 867
2025
Q1 		$1.22K Hold
33
– – ﹤0.01% 718
2024
Q4 		$2.83K Sell
33
-61
-65% -$7.31K ﹤0.01% 677
2024
Q3 		$17.5K Buy
94
+25
+36% +$2.81K ﹤0.01% 494
2024
Q2 		$11.7K Sell
69
-3
-4% -$849 ﹤0.01% 490
2024
Q1 		$30.8K Hold
72
– – 0.01% 431
2023
Q4 		$63K Hold
72
– – 0.01% 325
2023
Q3 		$67.3K Sell
72
-30
-29% -$29.4K 0.01% 335
2023
Q2 		$98.1K Sell
102
-17
-14% -$16.8K 0.02% 277
2023
Q1 		$132K Hold
119
– – 0.04% 214
2022
Q4 		$77.7K Hold
119
– – 0.02% 291
2022
Q3 		$100K Hold
119
– – 0.03% 157
2022
Q2 		$103K Buy
119
+7
+6% +$6.92K 0.03% 260
2022
Q1 		$170K Buy
112
+27
+32% +$31.9K 0.04% 204
2021
Q4 		$106K Buy
+85
New +$111K 0.03% 303

Other funds holding BCTX

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Concord Wealth Partners's BCTX Position: Q2 2025 in Review

Concord Wealth Partners sold out of Briacell Therapeutics (BCTX) in Q2 2025, closing a stake of 33 shares — an estimated $1.22K sold.

Concord Wealth Partners first reported a position in BCTX in Q4 2021 and held it in 14 quarters. The position peaked at $170K in Q1 2022. 15 funds tracked by Wall St. Rank hold BCTX as of Q2 2025.

  • Concord Wealth Partners reported no remaining Briacell Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 33 Briacell Therapeutics shares in Q2 2025, an estimated $1.22K.
  • Concord Wealth Partners first reported a position in Briacell Therapeutics in Q4 2021 and held it in 14 quarters.
  • Concord Wealth Partners's Briacell Therapeutics position peaked at $170K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Briacell Therapeutics as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.