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Endurance Wealth Management’s ImmunityBio IBRX Stock Holding History

Endurance Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$22K Buy
+10,000
New +$28.3K ﹤0.01% 411

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 27.61% 1-Year Est. Return

Endurance Wealth Management's IBRX Position: Q2 2023 in Review

Endurance Wealth Management opened a new position in ImmunityBio (IBRX) in Q2 2023: 10,000 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

117 funds tracked by Wall St. Rank hold IBRX as of Q2 2023.

  • Endurance Wealth Management held 10,000 shares of ImmunityBio worth $22K as of Q2 2023.
  • ImmunityBio was a new Endurance Wealth Management position in Q2 2023.
  • ImmunityBio made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #411 holding.
  • 117 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.