IFWM
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Institute for Wealth Management’s Absci ABSI Stock Holding History

Institute for Wealth Management’s Portfolio ABSI Stock Details ABSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$437K Hold
145,792
– – 0.05% 347
2025
Q4 		$509K Hold
145,792
– – 0.05% 312
2025
Q3 		$443K Hold
145,792
– – 0.05% 348
2025
Q2 		$375K Hold
145,792
– – 0.04% 379
2025
Q1 		$366K Sell
145,792
-319,448
-69% -$1.17M 0.05% 365
2024
Q4 		$1.22M Sell
465,240
-26,008
-5% -$91.6K 0.15% 142
2024
Q3 		$1.88M Sell
491,248
-19,654
-4% -$78.2K 0.24% 94
2024
Q2 		$1.57M Buy
510,902
+268,019
+110% +$1.24M 0.21% 108
2024
Q1 		$1.38M Hold
242,883
– – 0.18% 122
2023
Q4 		$1.02M Hold
242,883
– – 0.17% 149
2023
Q3 		$321K Hold
242,883
– – 0.06% 334
2023
Q2 		$369K Buy
242,883
+50
+0% +$80 0.07% 319
2023
Q1 		$425K Hold
242,833
– – 0.08% 285
2022
Q4 		$510K Hold
242,833
– – 0.11% 257
2022
Q3 		$760K Hold
242,833
– – 0.17% 162
2022
Q2 		$806K Hold
242,833
– – 0.16% 167
2022
Q1 		$2.05M Buy
+242,833
New +$1.91M 0.33% 72

Other funds holding ABSI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return