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Integrated Wealth Concepts’s ImmunityBio IBRX Stock Holding History

Integrated Wealth Concepts’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
2026
Q1 		$87.4K Buy
+11,400
New +$78K ﹤0.01% 2190
2024
Q4 		– Sell
-17,158
Closed -$63.8K – 1751
2024
Q3 		$63.8K Hold
17,158
– – ﹤0.01% 1634
2024
Q2 		$108K Buy
+17,158
New +$113K ﹤0.01% 1574
2024
Q1 		– Sell
-13,508
Closed -$67.8K – 1679
2023
Q4 		$67.8K Hold
13,508
– – ﹤0.01% 1547
2023
Q3 		$22.8K Sell
13,508
-4,950
-27% -$9.94K ﹤0.01% 1537
2023
Q2 		$51.3K Buy
18,458
+50
+0.3% +$141 ﹤0.01% 1518
2023
Q1 		$34K Buy
+18,408
New +$57.2K ﹤0.01% 1316

Other funds holding IBRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return