IFWM
GRTS

Institute for Wealth Management’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Institute for Wealth Management’s Portfolio GRTS Stock Details GRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,221
Closed -$45.6K – 472
2022
Q4 		$45.6K Hold
13,221
– – 0.01% 450
2022
Q3 		$34K Hold
13,221
– – 0.01% 447
2022
Q2 		$32K Buy
+13,221
New +$34.7K 0.01% 529

Other funds holding GRTS

Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institute for Wealth Management's GRTS Position: Q1 2023 in Review

Institute for Wealth Management sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q1 2023, closing a stake of 13,221 shares — an estimated $45.6K sold.

Institute for Wealth Management first reported a position in GRTS in Q2 2022 and held it in 3 quarters. The position peaked at $45.6K in Q4 2022. 90 funds tracked by Wall St. Rank hold GRTS as of Q1 2023.

  • Institute for Wealth Management reported no remaining Gritstone bio, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Institute for Wealth Management sold 13,221 Gritstone bio, Inc. Common Stock shares in Q1 2023, an estimated $45.6K.
  • Institute for Wealth Management first reported a position in Gritstone bio, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Institute for Wealth Management's Gritstone bio, Inc. Common Stock position peaked at $45.6K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q1 2023.

Based on Institute for Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.