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Financial Synergies Wealth Advisors’s AbCellera Biologics ABCL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ABCL Stock Details ABCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-89
Closed -$902 – 508
2023
Q4 		$902 Buy
+89
New +$412 ﹤0.01% 338
2023
Q1 		– Sell
-89
Closed -$902 – 498
2022
Q4 		$902 Buy
+89
New +$1.03K ﹤0.01% 338

Other funds holding ABCL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FFVM
Founders Fund VII Management San Francisco, California $2.03M AUM 72.34% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Financial Synergies Wealth Advisors's ABCL Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of AbCellera Biologics (ABCL) in Q1 2024, closing a stake of 89 shares — an estimated $902 sold.

Financial Synergies Wealth Advisors first reported a position in ABCL in Q4 2022 and held it in 2 quarters. The position peaked at $902 in Q4 2023. 154 funds tracked by Wall St. Rank hold ABCL as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining AbCellera Biologics position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 89 AbCellera Biologics shares in Q1 2024, an estimated $902.
  • Financial Synergies Wealth Advisors first reported a position in AbCellera Biologics in Q4 2022 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's AbCellera Biologics position peaked at $902 in Q4 2023.
  • 154 funds tracked by Wall St. Rank held AbCellera Biologics as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.