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Essex Investment Management’s Fortress Biotech FBIO Stock Holding History

Essex Investment Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-380
Closed -$4.67K – 384
2023
Q1 		$4.67K Hold
380
– – ﹤0.01% 375
2022
Q4 		$4K Hold
380
– – ﹤0.01% 387
2022
Q3 		$5K Hold
380
– – ﹤0.01% 392
2022
Q2 		$5K Buy
+380
New +$5.63K ﹤0.01% 408
2013
Q4 		– Sell
-2,626
Closed -$276K – 367
2013
Q3 		$276K Buy
2,626
+327
+14% +$40.1K 0.04% 310
2013
Q2 		$297K Buy
+2,299
New +$339K 0.05% 271

Other funds holding FBIO

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

Essex Investment Management's FBIO Position: Q2 2023 in Review

Essex Investment Management sold out of Fortress Biotech (FBIO) in Q2 2023, closing a stake of 380 shares — an estimated $4.67K sold.

Essex Investment Management first reported a position in FBIO in Q2 2013 and held it in 6 quarters. The position peaked at $297K in Q2 2013. 48 funds tracked by Wall St. Rank hold FBIO as of Q2 2023.

  • Essex Investment Management reported no remaining Fortress Biotech position as of Q2 2023 after selling out during the quarter.
  • Essex Investment Management sold 380 Fortress Biotech shares in Q2 2023, an estimated $4.67K.
  • Essex Investment Management first reported a position in Fortress Biotech in Q2 2013 and held it in 6 quarters.
  • Essex Investment Management's Fortress Biotech position peaked at $297K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2023.

Based on Essex Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.