Institute for Wealth Management’s Kyntra Bio KYNB Stock Holding History

Institute for Wealth Management’s Portfolio KYNB Stock Details KYNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-826	Closed	-$385K	–	464
2023 Q1	$385K	Sell	826 -229	-22%	-$121K	0.07%	306
2022 Q4	$422K	Sell	1,055 -39	-4%	-$14.9K	0.09%	288
2022 Q3	$356K	Buy	1,094 +26	+2%	+$8.37K	0.08%	305
2022 Q2	$282K	Buy	1,068 +180	+20%	+$46K	0.06%	408
2022 Q1	$267K	Buy	888 +98	+12%	+$34.2K	0.04%	455
2021 Q4	$279K	Buy	790 +212	+37%	+$66K	0.05%	394
2021 Q3	$148K	Buy	+578	New	+$205K	0.03%	468
2019 Q2	–	Sell	-172	Closed	-$234K	–	479
2019 Q1	$234K	Buy	+172	New	+$233K	0.05%	383
2018 Q1	–	Sell	-172	Closed	-$204K	–	305
2017 Q4	$204K	Buy	+172	New	+$216K	0.05%	358

Other funds holding KYNB

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's KYNB Position: Q2 2023 in Review

Institute for Wealth Management sold out of Kyntra Bio (KYNB) in Q2 2023, closing a stake of 826 shares — an estimated $385K sold.

Institute for Wealth Management first reported a position in KYNB in Q4 2017 and held it in 9 quarters. The position peaked at $422K in Q4 2022. 152 funds tracked by Wall St. Rank hold KYNB as of Q2 2023.

Institute for Wealth Management reported no remaining Kyntra Bio position as of Q2 2023 after selling out during the quarter.
Institute for Wealth Management sold 826 Kyntra Bio shares in Q2 2023, an estimated $385K.
Institute for Wealth Management first reported a position in Kyntra Bio in Q4 2017 and held it in 9 quarters.
Institute for Wealth Management's Kyntra Bio position peaked at $422K in Q4 2022.
152 funds tracked by Wall St. Rank held Kyntra Bio as of Q2 2023.

Based on Institute for Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.