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Lake Street Advisors Group’s Forte Biosciences FBRX Stock Holding History

Lake Street Advisors Group’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-131
Closed -$458K – 253
2018
Q2 		$458K Hold
131
– – 0.05% 163
2018
Q1 		$582K Sell
131
-140
-52% -$648K 0.07% 118
2017
Q4 		$1.04M Buy
+271
New +$1.08M 0.12% 67

Other funds holding FBRX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCMI
Foresite Capital Management III Larkspur, California $37.9M AUM 6.87% 1-Year Est. Return

Lake Street Advisors Group's FBRX Position: Q3 2018 in Review

Lake Street Advisors Group sold out of Forte Biosciences (FBRX) in Q3 2018, closing a stake of 131 shares — an estimated $458K sold.

Lake Street Advisors Group first reported a position in FBRX in Q4 2017 and held it in 3 quarters. The position peaked at $1.04M in Q4 2017. 63 funds tracked by Wall St. Rank hold FBRX as of Q3 2018.

  • Lake Street Advisors Group reported no remaining Forte Biosciences position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 131 Forte Biosciences shares in Q3 2018, an estimated $458K.
  • Lake Street Advisors Group first reported a position in Forte Biosciences in Q4 2017 and held it in 3 quarters.
  • Lake Street Advisors Group's Forte Biosciences position peaked at $1.04M in Q4 2017.
  • 63 funds tracked by Wall St. Rank held Forte Biosciences as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.