IFP Advisors’s PDS Biotechnology PDSB Stock Holding History

IFP Advisors’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 Q4	–	Sell	-11	Closed	-$56	–	3251
2023 Q3	$56	Hold	11	–	–	﹤0.01%	3232
2023 Q2	$55	Hold	11	–	–	﹤0.01%	3384
2023 Q1	$94	Hold	11	–	–	﹤0.01%	3310
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	4433
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	4634
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	4409
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	4407
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	3077
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	3094
2021 Q2	$0	Buy	+11	New	+$86	﹤0.01%	3178
2019 Q1	–	Sell	-150	Closed	-$1K	–	3115
2018 Q4	$1K	Hold	150	–	–	﹤0.01%	3359
2018 Q3	$2K	Hold	150	–	–	﹤0.01%	3563
2018 Q2	$3K	Hold	150	–	–	﹤0.01%	3497
2018 Q1	$28K	Hold	150	–	–	﹤0.01%	2183
2017 Q4	$28K	Buy	+150	New	+$30.2K	﹤0.01%	2211

Other funds holding PDSB

BlackRock New York $5.72T AUM 30.48% 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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's PDSB Position: Q4 2023 in Review

IFP Advisors sold out of PDS Biotechnology (PDSB) in Q4 2023, closing a stake of 11 shares — an estimated $56 sold.

IFP Advisors first reported a position in PDSB in Q4 2017 and held it in 15 quarters. The position peaked at $28K in Q1 2018. 77 funds tracked by Wall St. Rank hold PDSB as of Q4 2023.

IFP Advisors reported no remaining PDS Biotechnology position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 11 PDS Biotechnology shares in Q4 2023, an estimated $56.
IFP Advisors first reported a position in PDS Biotechnology in Q4 2017 and held it in 15 quarters.
IFP Advisors's PDS Biotechnology position peaked at $28K in Q1 2018.
77 funds tracked by Wall St. Rank held PDS Biotechnology as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.