IAA
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Independent Advisor Alliance’s Capricor Therapeutics CAPR Stock Holding History

Independent Advisor Alliance’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,000
Closed -$56K – 890
2019
Q3 		$56K Buy
+15,000
New +$51.9K 0.01% 444

Other funds holding CAPR

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Independent Advisor Alliance's CAPR Position: Q4 2019 in Review

Independent Advisor Alliance sold out of Capricor Therapeutics (CAPR) in Q4 2019, closing a stake of 15,000 shares — an estimated $56K sold.

Independent Advisor Alliance first reported a position in CAPR in Q3 2019 and held it in 1 quarter. The position peaked at $56K in Q3 2019. 17 funds tracked by Wall St. Rank hold CAPR as of Q4 2019.

  • Independent Advisor Alliance reported no remaining Capricor Therapeutics position as of Q4 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 15,000 Capricor Therapeutics shares in Q4 2019, an estimated $56K.
  • Independent Advisor Alliance first reported a position in Capricor Therapeutics in Q3 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Capricor Therapeutics position peaked at $56K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q4 2019.

Based on Independent Advisor Alliance's 13F filing for Q4 2019, filed 7 Feb 2020.