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Freedom Wealth Alliance’s PDS Biotechnology PDSB Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-2,211
Closed -$29.2K – 337
2022
Q4 		$29.2K Buy
+2,211
New +$15.6K 0.04% 157

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's PDSB Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PDS Biotechnology (PDSB) in Q1 2023, closing a stake of 2,211 shares — an estimated $29.2K sold.

Freedom Wealth Alliance first reported a position in PDSB in Q4 2022 and held it in 1 quarter. The position peaked at $29.2K in Q4 2022. 68 funds tracked by Wall St. Rank hold PDSB as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining PDS Biotechnology position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,211 PDS Biotechnology shares in Q1 2023, an estimated $29.2K.
  • Freedom Wealth Alliance first reported a position in PDS Biotechnology in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's PDS Biotechnology position peaked at $29.2K in Q4 2022.
  • 68 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.