IFG
ADAP

Independent Financial Group’s Adaptimmune Therapeutics ADAP Stock Holding History

Independent Financial Group’s Portfolio ADAP Stock Details ADAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,252
Closed -$14.5K – 1019
2023
Q4 		$14.5K Hold
18,252
– – ﹤0.01% 945
2023
Q3 		$14.2K Hold
18,252
– – ﹤0.01% 893
2023
Q2 		$16.9K Buy
+18,252
New +$21.8K ﹤0.01% 872

Other funds holding ADAP

MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's ADAP Position: Q1 2024 in Review

Independent Financial Group sold out of Adaptimmune Therapeutics (ADAP) in Q1 2024, closing a stake of 18,252 shares — an estimated $14.5K sold.

Independent Financial Group first reported a position in ADAP in Q2 2023 and held it in 3 quarters. The position peaked at $16.9K in Q2 2023. 80 funds tracked by Wall St. Rank hold ADAP as of Q1 2024.

  • Independent Financial Group reported no remaining Adaptimmune Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Independent Financial Group sold 18,252 Adaptimmune Therapeutics shares in Q1 2024, an estimated $14.5K.
  • Independent Financial Group first reported a position in Adaptimmune Therapeutics in Q2 2023 and held it in 3 quarters.
  • Independent Financial Group's Adaptimmune Therapeutics position peaked at $16.9K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q1 2024.

Based on Independent Financial Group's 13F filing for Q1 2024, filed 12 Jun 2026.