GFWA
MCRB icon

Grey Fox Wealth Advisors’s Seres Therapeutics MCRB Stock Holding History

Grey Fox Wealth Advisors’s Portfolio MCRB Stock Details MCRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$567 – 350
2023
Q1 		$567 Hold
5
– – ﹤0.01% 492
2022
Q4 		$560 Buy
+5
New +$670 ﹤0.01% 370

Other funds holding MCRB

FP
Flagship Pioneering Cambridge, Massachusetts $1.16B AUM 67.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Grey Fox Wealth Advisors's MCRB Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Seres Therapeutics (MCRB) in Q2 2023, closing a stake of 5 shares — an estimated $567 sold.

Grey Fox Wealth Advisors first reported a position in MCRB in Q4 2022 and held it in 2 quarters. The position peaked at $567 in Q1 2023. 137 funds tracked by Wall St. Rank hold MCRB as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Seres Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 5 Seres Therapeutics shares in Q2 2023, an estimated $567.
  • Grey Fox Wealth Advisors first reported a position in Seres Therapeutics in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Seres Therapeutics position peaked at $567 in Q1 2023.
  • 137 funds tracked by Wall St. Rank held Seres Therapeutics as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.