EWA
CBIO

EverSource Wealth Advisors’s Crescent Biopharma CBIO Stock Holding History

EverSource Wealth Advisors’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-48
Closed -$1.18K – 4092
2024
Q4 		$1.18K Hold
48
– – ﹤0.01% 2903
2024
Q3 		$804 Hold
48
– – ﹤0.01% 2769
2024
Q2 		$1.03K Buy
+48
New +$4.99K ﹤0.01% 2737

Other funds holding CBIO

BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EverSource Wealth Advisors's CBIO Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Crescent Biopharma (CBIO) in Q1 2025, closing a stake of 48 shares — an estimated $1.18K sold.

EverSource Wealth Advisors first reported a position in CBIO in Q2 2024 and held it in 3 quarters. The position peaked at $1.18K in Q4 2024. 35 funds tracked by Wall St. Rank hold CBIO as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Crescent Biopharma position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 48 Crescent Biopharma shares in Q1 2025, an estimated $1.18K.
  • EverSource Wealth Advisors first reported a position in Crescent Biopharma in Q2 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Crescent Biopharma position peaked at $1.18K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Crescent Biopharma as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.