IFG
AQB icon

Independent Financial Group’s AquaBounty Technologies AQB Stock Holding History

Independent Financial Group’s Portfolio AQB Stock Details AQB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-627
Closed -$110K – 640
2020
Q4 		$110K Buy
+627
New +$69.7K 0.02% 545

Other funds holding AQB

TS
Third Security Radford, Virginia $241M AUM 45.43% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Financial Group's AQB Position: Q1 2021 in Review

Independent Financial Group sold out of AquaBounty Technologies (AQB) in Q1 2021, closing a stake of 627 shares — an estimated $110K sold.

Independent Financial Group first reported a position in AQB in Q4 2020 and held it in 1 quarter. The position peaked at $110K in Q4 2020. 92 funds tracked by Wall St. Rank hold AQB as of Q1 2021.

  • Independent Financial Group reported no remaining AquaBounty Technologies position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 627 AquaBounty Technologies shares in Q1 2021, an estimated $110K.
  • Independent Financial Group first reported a position in AquaBounty Technologies in Q4 2020 and held it in 1 quarter.
  • Independent Financial Group's AquaBounty Technologies position peaked at $110K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held AquaBounty Technologies as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.