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IFP Advisors’s Puma Biotechnology PBYI Stock Holding History

IFP Advisors’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.1K Buy
6,908
+6,704
+3,286% +$43.2K ﹤0.01% 2322
2025
Q4 		$1.21K Buy
204
+155
+316% +$823 ﹤0.01% 4009
2025
Q3 		$260 Buy
49
+9
+23% +$38 ﹤0.01% 4343
2025
Q2 		$199 Buy
40
+26
+186% +$83 ﹤0.01% 4630
2025
Q1 		$41 Hold
14
– – ﹤0.01% 4057
2024
Q4 		$43 Buy
+14
New +$41 ﹤0.01% 4301
2021
Q3 		– Sell
-1,463
Closed -$12K – 4287
2021
Q2 		$12K Buy
1,463
+540
+59% +$5.47K ﹤0.01% 2147
2021
Q1 		$8K Buy
923
+128
+16% +$1.43K ﹤0.01% 2235
2020
Q4 		$7K Sell
795
-525
-40% -$5.32K ﹤0.01% 2203
2020
Q3 		$12K Buy
+1,320
New +$13.4K ﹤0.01% 1844
2018
Q3 		– Sell
-2
Closed – – 3969
2018
Q2 		$0 Hold
2
– – ﹤0.01% 4015
2018
Q1 		$0 Hold
2
– – ﹤0.01% 3815
2017
Q4 		$0 Buy
+2
New +$224 ﹤0.01% 4028

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return