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HB Wealth Management’s ImmunityBio IBRX Stock Holding History

HB Wealth Management’s Portfolio IBRX Stock Details IBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33,655
Closed -$86.2K – 1247
2024
Q4 		$86.2K Buy
33,655
+155
+0.5% +$646 ﹤0.01% 1032
2024
Q3 		$125K Buy
33,500
+11,000
+49% +$50.9K ﹤0.01% 918
2024
Q2 		$142K Buy
+22,500
New +$148K ﹤0.01% 867

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HB Wealth Management's IBRX Position: Q1 2025 in Review

HB Wealth Management sold out of ImmunityBio (IBRX) in Q1 2025, closing a stake of 33,655 shares — an estimated $86.2K sold.

HB Wealth Management first reported a position in IBRX in Q2 2024 and held it in 3 quarters. The position peaked at $142K in Q2 2024. 210 funds tracked by Wall St. Rank hold IBRX as of Q1 2025.

  • HB Wealth Management reported no remaining ImmunityBio position as of Q1 2025 after selling out during the quarter.
  • HB Wealth Management sold 33,655 ImmunityBio shares in Q1 2025, an estimated $86.2K.
  • HB Wealth Management first reported a position in ImmunityBio in Q2 2024 and held it in 3 quarters.
  • HB Wealth Management's ImmunityBio position peaked at $142K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.