IA
PPBT

IFP Advisors’s Purple Biotech PPBT Stock Holding History

IFP Advisors’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Hold
0
– -$1K – 4177
2022
Q4 		– Hold
0
– – – 4446
2022
Q3 		– Hold
0
– – – 4646
2022
Q2 		– Hold
0
– – – 4418
2022
Q1 		– Hold
0
– – – 4416
2020
Q4 		– Sell
-1
Closed -$843 – 3054
2020
Q3 		$1K Sell
1
-1
-50% -$1.24K ﹤0.01% 2687
2020
Q2 		$4K Buy
+2
New +$1.97K ﹤0.01% 2187

Other funds holding PPBT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
WAOI
Wealth Advisors of Iowa West Des Moines, Iowa $369M AUM 18.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

IFP Advisors's PPBT Position: Q1 2023 in Review

IFP Advisors held its Purple Biotech (PPBT) position steady in Q1 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4177.

IFP Advisors first reported a position in PPBT in Q2 2020 and has held it in 2 quarters since. The position peaked at $4K in Q2 2020. 15 funds tracked by Wall St. Rank hold PPBT as of Q1 2023.

  • IFP Advisors held 0 shares of Purple Biotech worth $0 as of Q1 2023.
  • IFP Advisors left its Purple Biotech share count unchanged in Q1 2023.
  • Purple Biotech made up ﹤0.01% of IFP Advisors's portfolio in Q1 2023, its #4177 holding.
  • IFP Advisors first reported a position in Purple Biotech in Q2 2020 and has held it in 2 quarters since.
  • IFP Advisors's Purple Biotech position peaked at $4K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Purple Biotech as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.