EWM
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Edge Wealth Management’s Emergent Biosolutions EBS Stock Holding History

Edge Wealth Management’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$45K – 439
2020
Q4 		$45K Hold
500
– – 0.01% 192
2020
Q3 		$52K Sell
500
-1,000
-67% -$108K 0.01% 199
2020
Q2 		$119K Buy
+1,500
New +$112K 0.02% 181

Other funds holding EBS

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's EBS Position: Q1 2021 in Review

Edge Wealth Management sold out of Emergent Biosolutions (EBS) in Q1 2021, closing a stake of 500 shares — an estimated $45K sold.

Edge Wealth Management first reported a position in EBS in Q2 2020 and held it in 3 quarters. The position peaked at $119K in Q2 2020. 340 funds tracked by Wall St. Rank hold EBS as of Q1 2021.

  • Edge Wealth Management reported no remaining Emergent Biosolutions position as of Q1 2021 after selling out during the quarter.
  • Edge Wealth Management sold 500 Emergent Biosolutions shares in Q1 2021, an estimated $45K.
  • Edge Wealth Management first reported a position in Emergent Biosolutions in Q2 2020 and held it in 3 quarters.
  • Edge Wealth Management's Emergent Biosolutions position peaked at $119K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q1 2021.

Based on Edge Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.