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Joseph P. Lucia & Associates’s Adaptive Biotechnologies ADPT Stock Holding History

Joseph P. Lucia & Associates’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-50
Closed -$2K – 576
2021
Q2 		$2K Buy
+50
New +$1.94K ﹤0.01% 500

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Joseph P. Lucia & Associates's ADPT Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Adaptive Biotechnologies (ADPT) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in ADPT in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 219 funds tracked by Wall St. Rank hold ADPT as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining Adaptive Biotechnologies position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 50 Adaptive Biotechnologies shares in Q3 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Adaptive Biotechnologies in Q2 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Adaptive Biotechnologies position peaked at $2K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.