KMWM
CNTB

Keudell/Morrison Wealth Management’s Connect Biopharma Holdings CNTB Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio CNTB Stock Details CNTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-33,450
Closed -$48.2K – 223
2024
Q3 		$48.2K Buy
33,450
+1,250
+4% +$1.52K 0.01% 218
2024
Q2 		$48.9K Buy
32,200
+12,500
+63% +$20.5K 0.01% 205
2024
Q1 		$34.3K Buy
19,700
+8,500
+76% +$10.3K 0.01% 204
2023
Q4 		$13.2K Buy
+11,200
New +$13.3K ﹤0.01% 191

Other funds holding CNTB

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
CCG
Catalina Capital Group Torrance, California $168M AUM 16.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Keudell/Morrison Wealth Management's CNTB Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Connect Biopharma Holdings (CNTB) in Q4 2024, closing a stake of 33,450 shares — an estimated $48.2K sold.

Keudell/Morrison Wealth Management first reported a position in CNTB in Q4 2023 and held it in 4 quarters. The position peaked at $48.9K in Q2 2024. 14 funds tracked by Wall St. Rank hold CNTB as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Connect Biopharma Holdings position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 33,450 Connect Biopharma Holdings shares in Q4 2024, an estimated $48.2K.
  • Keudell/Morrison Wealth Management first reported a position in Connect Biopharma Holdings in Q4 2023 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's Connect Biopharma Holdings position peaked at $48.9K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Connect Biopharma Holdings as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.