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GC Wealth Management RIA’s Orchestra BioMed OBIO Stock Holding History

GC Wealth Management RIA’s Portfolio OBIO Stock Details OBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,261
Closed -$117K – 278
2024
Q1 		$117K Buy
+22,261
New +$151K 0.02% 271

Other funds holding OBIO

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GC Wealth Management RIA's OBIO Position: Q2 2024 in Review

GC Wealth Management RIA sold out of Orchestra BioMed (OBIO) in Q2 2024, closing a stake of 22,261 shares — an estimated $117K sold.

GC Wealth Management RIA first reported a position in OBIO in Q1 2024 and held it in 1 quarter. The position peaked at $117K in Q1 2024. 47 funds tracked by Wall St. Rank hold OBIO as of Q2 2024.

  • GC Wealth Management RIA reported no remaining Orchestra BioMed position as of Q2 2024 after selling out during the quarter.
  • GC Wealth Management RIA sold 22,261 Orchestra BioMed shares in Q2 2024, an estimated $117K.
  • GC Wealth Management RIA first reported a position in Orchestra BioMed in Q1 2024 and held it in 1 quarter.
  • GC Wealth Management RIA's Orchestra BioMed position peaked at $117K in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Orchestra BioMed as of Q2 2024.

Based on GC Wealth Management RIA's 13F filing for Q2 2024, filed 31 Jul 2024.