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Janiczek Wealth Management’s PDS Biotechnology PDSB Stock Holding History

Janiczek Wealth Management’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$841 Hold
287
– – ﹤0.01% 946
2024
Q1 		$1.14K Hold
287
– – ﹤0.01% 927
2023
Q4 		$1.43K Hold
287
– – ﹤0.01% 891
2023
Q3 		$1.45K Buy
+287
New +$1.57K ﹤0.01% 872

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janiczek Wealth Management's PDSB Position: Q2 2024 in Review

Janiczek Wealth Management held its PDS Biotechnology (PDSB) position steady in Q2 2024 at 287 shares worth $841. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Janiczek Wealth Management first reported a position in PDSB in Q3 2023 and has held it in 4 quarters since. The position peaked at $1.45K in Q3 2023. 77 funds tracked by Wall St. Rank hold PDSB as of Q2 2024.

  • Janiczek Wealth Management held 287 shares of PDS Biotechnology worth $841 as of Q2 2024.
  • Janiczek Wealth Management left its PDS Biotechnology share count unchanged in Q2 2024.
  • PDS Biotechnology made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #946 holding.
  • Janiczek Wealth Management first reported a position in PDS Biotechnology in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's PDS Biotechnology position peaked at $1.45K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.