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ICA Group Wealth Management’s PDS Biotechnology PDSB Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$3.22K Buy
1,100
+60
+6% +$192 ﹤0.01% 630
2024
Q1 		$4.12K Buy
1,040
+915
+732% +$4.71K ﹤0.01% 1072
2023
Q4 		$621 Buy
+125
New +$621 ﹤0.01% 1274
2023
Q3 		– Sell
-125
Closed -$629 – 926
2023
Q2 		$629 Buy
+125
New +$819 ﹤0.01% 1235

Other funds holding PDSB

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICA Group Wealth Management's PDSB Position: Q2 2024 in Review

ICA Group Wealth Management increased its PDS Biotechnology (PDSB) stake by 5.8% in Q2 2024, buying an estimated $192 and bringing the position to 1,100 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

ICA Group Wealth Management first reported a position in PDSB in Q2 2023 and has held it in 4 quarters since. The position peaked at $4.12K in Q1 2024. 77 funds tracked by Wall St. Rank hold PDSB as of Q2 2024.

  • ICA Group Wealth Management held 1,100 shares of PDS Biotechnology worth $3.22K as of Q2 2024.
  • ICA Group Wealth Management bought 60 PDS Biotechnology shares in Q2 2024, an estimated $192.
  • PDS Biotechnology made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #630 holding.
  • ICA Group Wealth Management first reported a position in PDS Biotechnology in Q2 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's PDS Biotechnology position peaked at $4.12K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.