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Financial Synergies Wealth Advisors’s Arbutus Biopharma ABUS Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ABUS Stock Details ABUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,600
Closed -$9.29K – 73
2024
Q1 		$9.29K Sell
3,600
-3,750
-51% -$9.71K ﹤0.01% 253
2023
Q4 		$17.1K Hold
7,350
– – ﹤0.01% 147
2023
Q3 		$14.9K Hold
7,350
– – ﹤0.01% 204
2023
Q2 		$16.9K Hold
7,350
– – ﹤0.01% 187
2023
Q1 		$22.3K Hold
7,350
– – ﹤0.01% 164
2022
Q4 		$17.1K Hold
7,350
– – ﹤0.01% 147
2022
Q3 		$14K Sell
7,350
-2,500
-25% -$5.89K ﹤0.01% 140
2022
Q2 		$26.7K Buy
+9,850
New +$25.2K ﹤0.01% 126

Other funds holding ABUS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Synergies Wealth Advisors's ABUS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Arbutus Biopharma (ABUS) in Q2 2024, closing a stake of 3,600 shares — an estimated $9.29K sold.

Financial Synergies Wealth Advisors first reported a position in ABUS in Q2 2022 and held it in 8 quarters. The position peaked at $26.7K in Q2 2022. 131 funds tracked by Wall St. Rank hold ABUS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Arbutus Biopharma position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3,600 Arbutus Biopharma shares in Q2 2024, an estimated $9.29K.
  • Financial Synergies Wealth Advisors first reported a position in Arbutus Biopharma in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Arbutus Biopharma position peaked at $26.7K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held Arbutus Biopharma as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.