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Integrated Wealth Concepts’s Cardiff Oncology CRDF Stock Holding History

Integrated Wealth Concepts’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,000
Closed -$117K – 1658
2024
Q1 		$117K Buy
+22,000
New +$58.5K ﹤0.01% 1572

Other funds holding CRDF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Integrated Wealth Concepts's CRDF Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Cardiff Oncology (CRDF) in Q2 2024, closing a stake of 22,000 shares — an estimated $117K sold.

Integrated Wealth Concepts first reported a position in CRDF in Q1 2024 and held it in 1 quarter. The position peaked at $117K in Q1 2024. 90 funds tracked by Wall St. Rank hold CRDF as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Cardiff Oncology position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 22,000 Cardiff Oncology shares in Q2 2024, an estimated $117K.
  • Integrated Wealth Concepts first reported a position in Cardiff Oncology in Q1 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's Cardiff Oncology position peaked at $117K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Cardiff Oncology as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.