Concord Wealth Partners’s ImmunityBio IBRX Stock Holding History

Concord Wealth Partners’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-173	Closed	-$1K	–	1294
2022 Q1	$1K	Hold	173	–	–	﹤0.01%	1207
2021 Q4	$1K	Buy	+173	New	+$1.3K	﹤0.01%	1227

Other funds holding IBRX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Concord Wealth Partners's IBRX Position: Q2 2022 in Review

Concord Wealth Partners sold out of ImmunityBio (IBRX) in Q2 2022, closing a stake of 173 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in IBRX in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 131 funds tracked by Wall St. Rank hold IBRX as of Q2 2022.

Concord Wealth Partners reported no remaining ImmunityBio position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 173 ImmunityBio shares in Q2 2022, an estimated $1K.
Concord Wealth Partners first reported a position in ImmunityBio in Q4 2021 and held it in 2 quarters.
Concord Wealth Partners's ImmunityBio position peaked at $1K in Q1 2022.
131 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.