JPLA
PDSB icon

Joseph P. Lucia & Associates’s PDS Biotechnology PDSB Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q1 		– Sell
-40
Closed – – 602
2020
Q4 		$0 Buy
+40
New +$88 ﹤0.01% 495
2020
Q3 		– Sell
-25
Closed – – 347
2020
Q2 		$0 Buy
+25
New +$28 ﹤0.01% 493

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Joseph P. Lucia & Associates's PDSB Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of PDS Biotechnology (PDSB) in Q1 2021, closing a stake of 40 shares.

Joseph P. Lucia & Associates first reported a position in PDSB in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2020. 32 funds tracked by Wall St. Rank hold PDSB as of Q1 2021.

  • Joseph P. Lucia & Associates reported no remaining PDS Biotechnology position as of Q1 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 40 PDS Biotechnology shares in Q1 2021.
  • Joseph P. Lucia & Associates first reported a position in PDS Biotechnology in Q2 2020 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's PDS Biotechnology position peaked at $0 in Q4 2020.
  • 32 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.