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Keudell/Morrison Wealth Management’s Fortress Biotech FBIO Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,000
Closed -$22.2K – 225
2024
Q2 		$22.2K Buy
+13,000
New +$23.6K 0.01% 206

Other funds holding FBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Keudell/Morrison Wealth Management's FBIO Position: Q3 2024 in Review

Keudell/Morrison Wealth Management sold out of Fortress Biotech (FBIO) in Q3 2024, closing a stake of 13,000 shares — an estimated $22.2K sold.

Keudell/Morrison Wealth Management first reported a position in FBIO in Q2 2024 and held it in 1 quarter. The position peaked at $22.2K in Q2 2024. 50 funds tracked by Wall St. Rank hold FBIO as of Q3 2024.

  • Keudell/Morrison Wealth Management reported no remaining Fortress Biotech position as of Q3 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 13,000 Fortress Biotech shares in Q3 2024, an estimated $22.2K.
  • Keudell/Morrison Wealth Management first reported a position in Fortress Biotech in Q2 2024 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Fortress Biotech position peaked at $22.2K in Q2 2024.
  • 50 funds tracked by Wall St. Rank held Fortress Biotech as of Q3 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.