KCFA
ADAP

Key Client Fiduciary Advisors’s Adaptimmune Therapeutics ADAP Stock Holding History

Key Client Fiduciary Advisors’s Portfolio ADAP Stock Details ADAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-175,555
Closed -$42.1K – 224
2025
Q2 		$42.1K Buy
175,555
+25,405
+17% +$6.78K 0.02% 205
2025
Q1 		$29.6K Sell
150,150
-105,209
-41% -$54.5K 0.01% 191
2024
Q4 		$138K Hold
255,359
– – 0.06% 187
2024
Q3 		$243K Sell
255,359
-8,630
-3% -$9.79K 0.11% 173
2024
Q2 		$257K Sell
263,989
-4,666
-2% -$5.12K 0.13% 153
2024
Q1 		$424K Sell
268,655
-67,965
-20% -$82K 0.23% 111
2023
Q4 		$267K Buy
336,620
+20,295
+6% +$11.4K 0.15% 141
2023
Q3 		$247K Sell
316,325
-12,830
-4% -$10.8K 0.15% 142
2023
Q2 		$304K Buy
329,155
+8,000
+2% +$9.54K 0.18% 128
2023
Q1 		$350K Buy
321,155
+24,415
+8% +$37.8K 0.22% 105
2022
Q4 		$433K Sell
296,740
-139,245
-32% -$226K 0.29% 80
2022
Q3 		$469K Buy
435,985
+19,819
+5% +$36.4K 0.42% 49
2022
Q2 		$707K Sell
416,166
-4,281
-1% -$7.35K 0.69% 34
2022
Q1 		$866K Buy
420,447
+164,399
+64% +$444K 0.68% 38
2021
Q4 		$960K Buy
+256,048
New +$1.17M 0.79% 34

Other funds holding ADAP

LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Key Client Fiduciary Advisors's ADAP Position: Q3 2025 in Review

Key Client Fiduciary Advisors sold out of Adaptimmune Therapeutics (ADAP) in Q3 2025, closing a stake of 175,555 shares — an estimated $42.1K sold.

Key Client Fiduciary Advisors first reported a position in ADAP in Q4 2021 and held it in 15 quarters. The position peaked at $960K in Q4 2021. 55 funds tracked by Wall St. Rank hold ADAP as of Q3 2025.

  • Key Client Fiduciary Advisors reported no remaining Adaptimmune Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 175,555 Adaptimmune Therapeutics shares in Q3 2025, an estimated $42.1K.
  • Key Client Fiduciary Advisors first reported a position in Adaptimmune Therapeutics in Q4 2021 and held it in 15 quarters.
  • Key Client Fiduciary Advisors's Adaptimmune Therapeutics position peaked at $960K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q3 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.