EWA
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EverSource Wealth Advisors’s PDS Biotechnology PDSB Stock Holding History

EverSource Wealth Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-431
Closed -$703 – 4141
2024
Q4 		$703 Buy
431
+262
+155% +$693 ﹤0.01% 3081
2024
Q3 		$646 Hold
169
– – ﹤0.01% 2814
2024
Q2 		$602 Buy
+169
New +$541 ﹤0.01% 2849

Other funds holding PDSB

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of PDS Biotechnology (PDSB) in Q1 2025, closing a stake of 431 shares — an estimated $703 sold.

EverSource Wealth Advisors first reported a position in PDSB in Q2 2024 and held it in 3 quarters. The position peaked at $703 in Q4 2024. 48 funds tracked by Wall St. Rank hold PDSB as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining PDS Biotechnology position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 431 PDS Biotechnology shares in Q1 2025, an estimated $703.
  • EverSource Wealth Advisors first reported a position in PDS Biotechnology in Q2 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's PDS Biotechnology position peaked at $703 in Q4 2024.
  • 48 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2025.

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