HighTower Advisors’s HCW Biologics HCWB Stock Holding History

HighTower Advisors’s Portfolio HCWB Stock Details HCWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-753	Closed	-$80.7K	–	3876
2024 Q4	$80.7K	Hold	753	–	–	﹤0.01%	3408
2024 Q3	$98K	Hold	753	–	–	﹤0.01%	3319
2024 Q2	$117K	Buy	753 +4	+0.5%	+$1.18K	﹤0.01%	3169
2024 Q1	$316K	Hold	749	–	–	﹤0.01%	2639
2023 Q4	$220K	Sell	749 -730	-49%	-$249K	﹤0.01%	2947
2023 Q3	$675K	Hold	1,479	–	–	﹤0.01%	2018
2023 Q2	$770K	Hold	1,479	–	–	﹤0.01%	1904
2023 Q1	$497K	Buy	1,479 +355	+32%	+$154K	﹤0.01%	2113
2022 Q4	$517K	Buy	1,124 +184	+20%	+$95K	﹤0.01%	2111
2022 Q3	$517K	Hold	940	–	–	﹤0.01%	2001
2022 Q2	$495K	Buy	940 +42	+5%	+$23.6K	﹤0.01%	2053
2022 Q1	$588K	Buy	898 +856	+2,038%	+$456K	﹤0.01%	2069
2021 Q4	$23K	Sell	42 -16	-28%	-$10.9K	﹤0.01%	3095
2021 Q3	$45K	Buy	+58	New	+$61K	﹤0.01%	2946

Other funds holding HCWB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

PIM

Pullen Investment Management Bradenton, Florida $216M AUM 32.94% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

HighTower Advisors's HCWB Position: Q1 2025 in Review

HighTower Advisors sold out of HCW Biologics (HCWB) in Q1 2025, closing a stake of 753 shares — an estimated $80.7K sold.

HighTower Advisors first reported a position in HCWB in Q3 2021 and held it in 14 quarters. The position peaked at $770K in Q2 2023. 14 funds tracked by Wall St. Rank hold HCWB as of Q1 2025.

HighTower Advisors reported no remaining HCW Biologics position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 753 HCW Biologics shares in Q1 2025, an estimated $80.7K.
HighTower Advisors first reported a position in HCW Biologics in Q3 2021 and held it in 14 quarters.
HighTower Advisors's HCW Biologics position peaked at $770K in Q2 2023.
14 funds tracked by Wall St. Rank held HCW Biologics as of Q1 2025.

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