CWP
DFTX

Concord Wealth Partners’s Definium Therapeutics DFTX Stock Holding History

Concord Wealth Partners’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-41
Closed – – 738
2022
Q2 		$0 Buy
+41
New +$519 ﹤0.01% 1318
2022
Q1 		– Sell
-234
Closed -$5K – 1343
2021
Q4 		$5K Buy
+234
New +$7.47K ﹤0.01% 952

Other funds holding DFTX

DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
EAM
Empery Asset Management New York $83M AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TI
Telemetry Investments New York $63.3M AUM 0.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Concord Wealth Partners's DFTX Position: Q3 2022 in Review

Concord Wealth Partners sold out of Definium Therapeutics (DFTX) in Q3 2022, closing a stake of 41 shares.

Concord Wealth Partners first reported a position in DFTX in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 101 funds tracked by Wall St. Rank hold DFTX as of Q3 2022.

  • Concord Wealth Partners reported no remaining Definium Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 41 Definium Therapeutics shares in Q3 2022.
  • Concord Wealth Partners first reported a position in Definium Therapeutics in Q4 2021 and held it in 2 quarters.
  • Concord Wealth Partners's Definium Therapeutics position peaked at $5K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Definium Therapeutics as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.