HWA
CBIO

HCR Wealth Advisors’s Crescent Biopharma CBIO Stock Holding History

HCR Wealth Advisors’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$16.9K – 232
2024
Q3 		$16.9K Buy
+1,000
New +$21K ﹤0.01% 229

Other funds holding CBIO

BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

HCR Wealth Advisors's CBIO Position: Q4 2024 in Review

HCR Wealth Advisors sold out of Crescent Biopharma (CBIO) in Q4 2024, closing a stake of 1,000 shares — an estimated $16.9K sold.

HCR Wealth Advisors first reported a position in CBIO in Q3 2024 and held it in 1 quarter. The position peaked at $16.9K in Q3 2024. 41 funds tracked by Wall St. Rank hold CBIO as of Q4 2024.

  • HCR Wealth Advisors reported no remaining Crescent Biopharma position as of Q4 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 1,000 Crescent Biopharma shares in Q4 2024, an estimated $16.9K.
  • HCR Wealth Advisors first reported a position in Crescent Biopharma in Q3 2024 and held it in 1 quarter.
  • HCR Wealth Advisors's Crescent Biopharma position peaked at $16.9K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Crescent Biopharma as of Q4 2024.

Based on HCR Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.