Institutional & Family Asset Management’s Vaxcyte PCVX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$982 Hold
13
﹤0.01% 646
2024
Q1
$888 Hold
13
﹤0.01% 648
2023
Q4
$816 Hold
13
﹤0.01% 635
2023
Q3
$663 Hold
13
﹤0.01% 646
2023
Q2
$649 Buy
13
+5
+63% +$237 ﹤0.01% 661
2023
Q1
$300 Buy
+8
New +$339 ﹤0.01% 700

Other funds holding PCVX

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

Institutional & Family Asset Management held its Vaxcyte (PCVX) position steady in Q2 2024 at 13 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Institutional & Family Asset Management first reported a position in PCVX in Q1 2023 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold PCVX as of Q2 2024.

  • Institutional & Family Asset Management held 13 shares of Vaxcyte worth $982 as of Q2 2024.
  • Institutional & Family Asset Management left its Vaxcyte share count unchanged in Q2 2024.
  • Vaxcyte made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #646 holding.
  • Institutional & Family Asset Management first reported a position in Vaxcyte in Q1 2023 and has held it in 6 quarters since.
  • 265 funds tracked by Wall St. Rank held Vaxcyte as of Q2 2024.

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