JIC
CBUS icon

Joel Isaacson & Co’s Cibus CBUS Stock Holding History

Joel Isaacson & Co’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-320
Closed -$5.6K – 327
2023
Q1 		$5.6K Hold
320
– – ﹤0.01% 325
2022
Q4 		$2.31K Hold
320
– – ﹤0.01% 322
2022
Q3 		$3K Hold
320
– – ﹤0.01% 298
2022
Q2 		$4K Buy
+320
New +$6.74K ﹤0.01% 297

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $218M AUM 19.98% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Joel Isaacson & Co's CBUS Position: Q2 2023 in Review

Joel Isaacson & Co sold out of Cibus (CBUS) in Q2 2023, closing a stake of 320 shares — an estimated $5.6K sold.

Joel Isaacson & Co first reported a position in CBUS in Q2 2022 and held it in 4 quarters. The position peaked at $5.6K in Q1 2023. 26 funds tracked by Wall St. Rank hold CBUS as of Q2 2023.

  • Joel Isaacson & Co reported no remaining Cibus position as of Q2 2023 after selling out during the quarter.
  • Joel Isaacson & Co sold 320 Cibus shares in Q2 2023, an estimated $5.6K.
  • Joel Isaacson & Co first reported a position in Cibus in Q2 2022 and held it in 4 quarters.
  • Joel Isaacson & Co's Cibus position peaked at $5.6K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Cibus as of Q2 2023.

Based on Joel Isaacson & Co's 13F filing for Q2 2023, filed 27 Jul 2023.