Financial Advocates Investment Management’s Mustang Bio MBIO Stock Holding History

Financial Advocates Investment Management’s Portfolio MBIO Stock Details MBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-27	Closed	-$7.33K	–	744
2023 Q1	$7.33K	Hold	27	–	–	﹤0.01%	738
2022 Q4	$7.9K	Hold	27	–	–	﹤0.01%	748
2022 Q3	$11K	Sell	27 -22	-45%	-$10.2K	﹤0.01%	743
2022 Q2	$21K	Buy	49 +26	+113%	+$14.4K	﹤0.01%	673
2022 Q1	$17K	Buy	+23	New	+$18.9K	﹤0.01%	725
2021 Q4	–	Sell	-52	Closed	-$105K	–	787
2021 Q3	$105K	Buy	52 +16	+44%	+$34.4K	0.01%	723
2021 Q2	$99K	Sell	36 -13	-27%	-$31.9K	0.01%	722
2021 Q1	$121K	Buy	49 +20	+69%	+$59.5K	0.01%	729
2020 Q4	$81K	Buy	+29	New	+$69.3K	0.01%	703

Other funds holding MBIO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Advocates Investment Management's MBIO Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Mustang Bio (MBIO) in Q2 2023, closing a stake of 27 shares — an estimated $7.33K sold.

Financial Advocates Investment Management first reported a position in MBIO in Q4 2020 and held it in 9 quarters. The position peaked at $121K in Q1 2021. 27 funds tracked by Wall St. Rank hold MBIO as of Q2 2023.

Financial Advocates Investment Management reported no remaining Mustang Bio position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 27 Mustang Bio shares in Q2 2023, an estimated $7.33K.
Financial Advocates Investment Management first reported a position in Mustang Bio in Q4 2020 and held it in 9 quarters.
Financial Advocates Investment Management's Mustang Bio position peaked at $121K in Q1 2021.
27 funds tracked by Wall St. Rank held Mustang Bio as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.