CWM
PPBT

Crowley Wealth Management’s Purple Biotech PPBT Stock Holding History

Crowley Wealth Management’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$1.41K – 425
2024
Q4 		$1.41K Buy
+30
New +$1.16K ﹤0.01% 388

Other funds holding PPBT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Crowley Wealth Management's PPBT Position: Q1 2025 in Review

Crowley Wealth Management sold out of Purple Biotech (PPBT) in Q1 2025, closing a stake of 30 shares — an estimated $1.41K sold.

Crowley Wealth Management first reported a position in PPBT in Q4 2024 and held it in 1 quarter. The position peaked at $1.41K in Q4 2024. 9 funds tracked by Wall St. Rank hold PPBT as of Q1 2025.

  • Crowley Wealth Management reported no remaining Purple Biotech position as of Q1 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 30 Purple Biotech shares in Q1 2025, an estimated $1.41K.
  • Crowley Wealth Management first reported a position in Purple Biotech in Q4 2024 and held it in 1 quarter.
  • Crowley Wealth Management's Purple Biotech position peaked at $1.41K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Purple Biotech as of Q1 2025.

Based on Crowley Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.