KWA
ADAP

Kingswood Wealth Advisors’s Adaptimmune Therapeutics ADAP Stock Holding History

Kingswood Wealth 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
Q1 		– Sell
-18,690
Closed -$10.1K – 726
2024
Q4 		$10.1K Buy
+18,690
New +$13.6K ﹤0.01% 781

Other funds holding ADAP

EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
MAM
MPM Asset Management Boston, Massachusetts $44.5M AUM 47.28% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kingswood Wealth Advisors's ADAP Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Adaptimmune Therapeutics (ADAP) in Q1 2025, closing a stake of 18,690 shares — an estimated $10.1K sold.

Kingswood Wealth Advisors first reported a position in ADAP in Q4 2024 and held it in 1 quarter. The position peaked at $10.1K in Q4 2024. 67 funds tracked by Wall St. Rank hold ADAP as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Adaptimmune Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 18,690 Adaptimmune Therapeutics shares in Q1 2025, an estimated $10.1K.
  • Kingswood Wealth Advisors first reported a position in Adaptimmune Therapeutics in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Adaptimmune Therapeutics position peaked at $10.1K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.