Heck Capital Advisors’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History

Heck Capital Advisors’s Portfolio CDMO Stock Details CDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,686	Closed	-$20.8K	–	263
2024 Q4	$20.8K	Buy	+1,686	New	+$19.3K	﹤0.01%	194

Other funds holding CDMO

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Heck Capital Advisors's CDMO Position: Q1 2025 in Review

Heck Capital Advisors sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 1,686 shares — an estimated $20.8K sold.

Heck Capital Advisors first reported a position in CDMO in Q4 2024 and held it in 1 quarter. The position peaked at $20.8K in Q4 2024. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.

Heck Capital Advisors reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 1,686 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $20.8K.
Heck Capital Advisors first reported a position in Avid Bioservices, Inc. Common Stock in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Avid Bioservices, Inc. Common Stock position peaked at $20.8K in Q4 2024.
2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.