Institutional & Family Asset Management’s ImmunityBio IBRX Stock Holding History

Institutional & Family Asset Management’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$19K	Buy	3,000 +1,000	+50%	+$6.59K	﹤0.01%	342
2024 Q1	$10.7K	Hold	2,000	–	–	﹤0.01%	401
2023 Q4	$10K	Hold	2,000	–	–	﹤0.01%	393
2023 Q3	$3.38K	Hold	2,000	–	–	﹤0.01%	513
2023 Q2	$5.56K	Buy	2,000 +700	+54%	+$1.98K	﹤0.01%	465
2023 Q1	$2.37K	Hold	1,300	–	–	﹤0.01%	551
2022 Q4	$6.59K	Hold	1,300	–	–	﹤0.01%	426
2022 Q3	$6K	Buy	+1,300	New	+$5.92K	﹤0.01%	454

Other funds holding IBRX

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's IBRX Position: Q2 2024 in Review

Institutional & Family Asset Management increased its ImmunityBio (IBRX) stake by 50% in Q2 2024, buying an estimated $6.59K and bringing the position to 3,000 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Institutional & Family Asset Management first reported a position in IBRX in Q3 2022 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold IBRX as of Q2 2024.

Institutional & Family Asset Management held 3,000 shares of ImmunityBio worth $19K as of Q2 2024.
Institutional & Family Asset Management bought 1,000 ImmunityBio shares in Q2 2024, an estimated $6.59K.
ImmunityBio made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #342 holding.
Institutional & Family Asset Management first reported a position in ImmunityBio in Q3 2022 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.