Corient Private Wealth
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Corient Private Wealth’s AEON Biopharma AEON Stock Holding History

Corient Private Wealth’s Portfolio AEON Stock Details AEON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-161
Closed -$6.26K – 2279
2024
Q4 		$6.26K Sell
161
-15
-9% -$874 ﹤0.01% 2320
2024
Q3 		$13.3K Buy
+176
New +$15.5K ﹤0.01% 2441

Other funds holding AEON

DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $879M AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Corient Private Wealth's AEON Position: Q1 2025 in Review

Corient Private Wealth sold out of AEON Biopharma (AEON) in Q1 2025, closing a stake of 161 shares — an estimated $6.26K sold.

Corient Private Wealth first reported a position in AEON in Q3 2024 and held it in 2 quarters. The position peaked at $13.3K in Q3 2024. 16 funds tracked by Wall St. Rank hold AEON as of Q1 2025.

  • Corient Private Wealth reported no remaining AEON Biopharma position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 161 AEON Biopharma shares in Q1 2025, an estimated $6.26K.
  • Corient Private Wealth first reported a position in AEON Biopharma in Q3 2024 and held it in 2 quarters.
  • Corient Private Wealth's AEON Biopharma position peaked at $13.3K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held AEON Biopharma as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.