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High Net Worth Advisory Group’s ImmunityBio IBRX Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-125
Closed -$634 – 367
2022
Q4 		$634 Hold
125
– – ﹤0.01% 605
2022
Q3 		$1K Hold
125
– – ﹤0.01% 661
2022
Q2 		$0 Hold
125
– – ﹤0.01% 688
2022
Q1 		$1K Hold
125
– – ﹤0.01% 662
2021
Q4 		$1K Buy
+125
New +$939 ﹤0.01% 670

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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

High Net Worth Advisory Group's IBRX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of ImmunityBio (IBRX) in Q1 2023, closing a stake of 125 shares — an estimated $634 sold.

High Net Worth Advisory Group first reported a position in IBRX in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 146 funds tracked by Wall St. Rank hold IBRX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining ImmunityBio position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 125 ImmunityBio shares in Q1 2023, an estimated $634.
  • High Net Worth Advisory Group first reported a position in ImmunityBio in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's ImmunityBio position peaked at $1K in Q3 2022.
  • 146 funds tracked by Wall St. Rank held ImmunityBio as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.