Ellevest Inc’s Forte Biosciences FBRX Stock Holding History

Ellevest Inc’s Portfolio FBRX Stock Details FBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2	Closed	–	–	1482
2021 Q4	$0	Buy	+2	New	+$135	﹤0.01%	1488
2020 Q2	–	Sell	-1	Closed	–	–	1189
2020 Q1	$0	Sell	1 -1	-50%	-$391	﹤0.01%	1146
2019 Q4	$0	Buy	+2	New	+$453	﹤0.01%	987

Other funds holding FBRX

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ellevest Inc's FBRX Position: Q1 2022 in Review

Ellevest Inc sold out of Forte Biosciences (FBRX) in Q1 2022, closing a stake of 2 shares.

Ellevest Inc first reported a position in FBRX in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q4 2021. 52 funds tracked by Wall St. Rank hold FBRX as of Q1 2022.

Ellevest Inc reported no remaining Forte Biosciences position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 2 Forte Biosciences shares in Q1 2022.
Ellevest Inc first reported a position in Forte Biosciences in Q4 2019 and held it in 3 quarters.
Ellevest Inc's Forte Biosciences position peaked at $0 in Q4 2021.
52 funds tracked by Wall St. Rank held Forte Biosciences as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.