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High Net Worth Advisory Group’s Emergent Biosolutions EBS Stock Holding History

High Net Worth Advisory Group’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,000
Closed -$63K – 643
2022
Q3 		$63K Buy
+3,000
New +$83.5K 0.03% 292

Other funds holding EBS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's EBS Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Emergent Biosolutions (EBS) in Q4 2022, closing a stake of 3,000 shares — an estimated $63K sold.

High Net Worth Advisory Group first reported a position in EBS in Q3 2022 and held it in 1 quarter. The position peaked at $63K in Q3 2022. 198 funds tracked by Wall St. Rank hold EBS as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Emergent Biosolutions position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 3,000 Emergent Biosolutions shares in Q4 2022, an estimated $63K.
  • High Net Worth Advisory Group first reported a position in Emergent Biosolutions in Q3 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's Emergent Biosolutions position peaked at $63K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.