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Horan Securities’s PDS Biotechnology PDSB Stock Holding History

Horan Securities’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-470
Closed -$2.36K – 486
2023
Q2 		$2.36K Hold
470
– – ﹤0.01% 555
2023
Q1 		$2.89K Hold
470
– – ﹤0.01% 525
2022
Q4 		$6.2K Hold
470
– – ﹤0.01% 421
2022
Q3 		$1K Hold
470
– – ﹤0.01% 556
2022
Q2 		$2K Hold
470
– – ﹤0.01% 563
2022
Q1 		$3K Hold
470
– – ﹤0.01% 426
2021
Q4 		$4K Buy
+470
New +$5.06K ﹤0.01% 410

Other funds holding PDSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Horan Securities's PDSB Position: Q3 2023 in Review

Horan Securities sold out of PDS Biotechnology (PDSB) in Q3 2023, closing a stake of 470 shares — an estimated $2.36K sold.

Horan Securities first reported a position in PDSB in Q4 2021 and held it in 7 quarters. The position peaked at $6.2K in Q4 2022. 78 funds tracked by Wall St. Rank hold PDSB as of Q3 2023.

  • Horan Securities reported no remaining PDS Biotechnology position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 470 PDS Biotechnology shares in Q3 2023, an estimated $2.36K.
  • Horan Securities first reported a position in PDS Biotechnology in Q4 2021 and held it in 7 quarters.
  • Horan Securities's PDS Biotechnology position peaked at $6.2K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held PDS Biotechnology as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.