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Congress Wealth Management’s Neurocrine Biosciences NBIX Stock Holding History

Congress Wealth Management’s Portfolio NBIX Stock Details NBIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-102,698
Closed -$10.4M – 566
2023
Q1 		$10.4M Buy
102,698
+1,759
+2% +$183K 0.25% 126
2022
Q4 		$12.1M Sell
100,939
-8,774
-8% -$1.03M 0.31% 85
2022
Q3 		$11.7M Buy
109,713
+4,499
+4% +$456K 0.31% 78
2022
Q2 		$10.3M Sell
105,214
-416
-0.4% -$38.4K 0.26% 106
2022
Q1 		$9.9M Buy
105,630
+47,798
+83% +$4.05M 0.22% 140
2021
Q4 		$4.93M Buy
+57,832
New +$5.32M 0.1% 226

Other funds holding NBIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Wealth Management's NBIX Position: Q2 2023 in Review

Congress Wealth Management sold out of Neurocrine Biosciences (NBIX) in Q2 2023, closing a stake of 102,698 shares — an estimated $10.4M sold.

Congress Wealth Management first reported a position in NBIX in Q4 2021 and held it in 6 quarters. The position peaked at $12.1M in Q4 2022. 456 funds tracked by Wall St. Rank hold NBIX as of Q2 2023.

  • Congress Wealth Management reported no remaining Neurocrine Biosciences position as of Q2 2023 after selling out during the quarter.
  • Congress Wealth Management sold 102,698 Neurocrine Biosciences shares in Q2 2023, an estimated $10.4M.
  • Congress Wealth Management first reported a position in Neurocrine Biosciences in Q4 2021 and held it in 6 quarters.
  • Congress Wealth Management's Neurocrine Biosciences position peaked at $12.1M in Q4 2022.
  • 456 funds tracked by Wall St. Rank held Neurocrine Biosciences as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.