Jim Simons
PHIO icon

Jim Simons’s Phio Pharmaceuticals PHIO Stock Holding History

Jim Simons’s Portfolio PHIO Stock Details PHIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,340
Closed -$16K – 3986
2023
Q4 		$16K Buy
2,340
+150
+7% +$1.54K ﹤0.01% 3606
2023
Q3 		$30K Buy
2,190
+937
+75% +$19.4K ﹤0.01% 3471
2023
Q2 		$32K Sell
1,253
-334
-21% -$11.7K ﹤0.01% 3694
2023
Q1 		$80K Buy
1,587
+43
+3% +$2.27K ﹤0.01% 3553
2022
Q4 		$62K Sell
1,544
-434
-22% -$22.3K ﹤0.01% 3754
2022
Q3 		$122K Sell
1,978
-197
-9% -$14.9K ﹤0.01% 3530
2022
Q2 		$165K Buy
2,175
+1,791
+466% +$168K ﹤0.01% 3719
2022
Q1 		$37K Buy
384
+290
+309% +$27.6K ﹤0.01% 3947
2021
Q4 		$10K Buy
+94
New +$15K ﹤0.01% 3856
2020
Q4 		– Sell
-188
Closed -$43K – 3641
2020
Q3 		$43K Sell
188
-499
-73% -$127K ﹤0.01% 3291
2020
Q2 		$162K Buy
687
+306
+80% +$73.3K ﹤0.01% 3199
2020
Q1 		$73K Buy
381
+325
+580% +$200K ﹤0.01% 3278
2019
Q4 		$57K Buy
56
+48
+600% +$55.1K ﹤0.01% 3380
2019
Q3 		$13K Buy
8
+5
+167% +$10.5K ﹤0.01% 3387
2019
Q2 		$6K Buy
3
+1
+50% +$2.62K ﹤0.01% 3512
2019
Q1 		$5K Buy
+2
New +$4.49K ﹤0.01% 3413
2017
Q1 		– Sell
-4
Closed -$164K – 3366
2016
Q4 		$164K Buy
4
+1
+33% +$78.2K ﹤0.01% 3037
2016
Q3 		$336K Buy
3
+1
+50% +$135K ﹤0.01% 2928
2016
Q2 		$342K Hold
2
– – ﹤0.01% 2910
2016
Q1 		$257K Buy
2
+1
+100% +$176K ﹤0.01% 3018
2015
Q4 		$298K Hold
1
– – ﹤0.01% 2886
2015
Q3 		$215K Hold
1
– – ﹤0.01% 2883
2015
Q2 		$248K Buy
+1
New +$336K ﹤0.01% 2936
2015
Q1 		– Hold
0
– – – 3121

Other funds holding PHIO

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jim Simons's PHIO Position: Q1 2024 in Review

Jim Simons sold out of Phio Pharmaceuticals (PHIO) in Q1 2024, closing a stake of 2,340 shares — an estimated $16K sold.

Jim Simons first reported a position in PHIO in Q2 2015 and held it in 23 quarters. The position peaked at $342K in Q2 2016. 10 funds tracked by Wall St. Rank hold PHIO as of Q1 2024.

  • Jim Simons reported no remaining Phio Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Jim Simons sold 2,340 Phio Pharmaceuticals shares in Q1 2024, an estimated $16K.
  • Jim Simons first reported a position in Phio Pharmaceuticals in Q2 2015 and held it in 23 quarters.
  • Jim Simons's Phio Pharmaceuticals position peaked at $342K in Q2 2016.
  • 10 funds tracked by Wall St. Rank held Phio Pharmaceuticals as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.