HCR Wealth Advisors’s Purple Biotech PPBT Stock Holding History

HCR Wealth Advisors’s Portfolio PPBT Stock Details PPBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-10	Closed	-$18K	–	256
2020 Q2	$18K	Buy	+10	New	+$9.83K	﹤0.01%	209

Other funds holding PPBT

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

SFI

Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCR Wealth Advisors's PPBT Position: Q3 2020 in Review

HCR Wealth Advisors sold out of Purple Biotech (PPBT) in Q3 2020, closing a stake of 10 shares — an estimated $18K sold.

HCR Wealth Advisors first reported a position in PPBT in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 15 funds tracked by Wall St. Rank hold PPBT as of Q3 2020.

HCR Wealth Advisors reported no remaining Purple Biotech position as of Q3 2020 after selling out during the quarter.
HCR Wealth Advisors sold 10 Purple Biotech shares in Q3 2020, an estimated $18K.
HCR Wealth Advisors first reported a position in Purple Biotech in Q2 2020 and held it in 1 quarter.
HCR Wealth Advisors's Purple Biotech position peaked at $18K in Q2 2020.
15 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.