FWM
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Focused Wealth Management’s HCW Biologics HCWB Stock Holding History

Focused Wealth Management’s Portfolio HCWB Stock Details HCWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$1.23K – 515
2023
Q4 		$1.23K Hold
4
– – ﹤0.01% 834
2023
Q3 		$1.9K Hold
4
– – ﹤0.01% 776
2023
Q2 		$2.17K Hold
4
– – ﹤0.01% 793
2023
Q1 		$1.4K Hold
4
– – ﹤0.01% 832
2022
Q4 		$1.92K Hold
4
– – ﹤0.01% 785
2022
Q3 		$2K Hold
4
– – ﹤0.01% 754
2022
Q2 		$2K Hold
4
– – ﹤0.01% 732
2022
Q1 		$3K Hold
4
– – ﹤0.01% 743
2021
Q4 		$2K Buy
+4
New +$2.72K ﹤0.01% 806

Other funds holding HCWB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Focused Wealth Management's HCWB Position: Q1 2024 in Review

Focused Wealth Management sold out of HCW Biologics (HCWB) in Q1 2024, closing a stake of 4 shares — an estimated $1.23K sold.

Focused Wealth Management first reported a position in HCWB in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q1 2022. 19 funds tracked by Wall St. Rank hold HCWB as of Q1 2024.

  • Focused Wealth Management reported no remaining HCW Biologics position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 4 HCW Biologics shares in Q1 2024, an estimated $1.23K.
  • Focused Wealth Management first reported a position in HCW Biologics in Q4 2021 and held it in 9 quarters.
  • Focused Wealth Management's HCW Biologics position peaked at $3K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held HCW Biologics as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.