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Gladstone Institutional Advisory’s Fortress Biotech FBIO Stock Holding History

Gladstone Institutional Advisory’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,000
Closed -$21.7K – 709
2024
Q3 		$21.7K Sell
15,000
-6,500
-30% -$12.4K ﹤0.01% 680
2024
Q2 		$36.8K Buy
21,500
+10,000
+87% +$18.1K ﹤0.01% 652
2024
Q1 		$23K Sell
11,500
-500
-4% -$995 ﹤0.01% 637
2023
Q4 		$36.1K Buy
+12,000
New +$31.7K ﹤0.01% 658
2021
Q4 		– Sell
-729
Closed -$35K – 612
2021
Q3 		$35K Hold
729
– – ﹤0.01% 537
2021
Q2 		$39K Hold
729
– – ﹤0.01% 513
2021
Q1 		$39K Hold
729
– – 0.01% 413
2020
Q4 		$35K Sell
729
-34
-4% -$1.47K 0.01% 295
2020
Q3 		$46K Buy
763
+67
+10% +$3.41K 0.01% 264
2020
Q2 		$28K Hold
696
– – 0.01% 240
2020
Q1 		$20K Buy
+696
New +$23.1K 0.01% 264

Other funds holding FBIO

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return