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Larson Financial Group’s Forte Biosciences FBRX Stock Holding History

Larson Financial 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
2023
Q2 		– Sell
-1
Closed -$35 – 1591
2023
Q1 		$35 Hold
1
– – ﹤0.01% 1523
2022
Q4 		$35 Hold
1
– – ﹤0.01% 1479
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1326
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1218
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1085
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1100
2021
Q3 		$0 Sell
1
-65
-98% -$36K ﹤0.01% 904
2021
Q2 		$55K Buy
+66
New +$59.5K 0.01% 264

Other funds holding FBRX

BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OWP
Old Well Partners Charlotte, North Carolina $4.55M AUM 27.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's FBRX Position: Q2 2023 in Review

Larson Financial Group sold out of Forte Biosciences (FBRX) in Q2 2023, closing a stake of 1 share — an estimated $35 sold.

Larson Financial Group first reported a position in FBRX in Q2 2021 and held it in 8 quarters. The position peaked at $55K in Q2 2021. 31 funds tracked by Wall St. Rank hold FBRX as of Q2 2023.

  • Larson Financial Group reported no remaining Forte Biosciences position as of Q2 2023 after selling out during the quarter.
  • Larson Financial Group sold 1 Forte Biosciences share in Q2 2023, an estimated $35.
  • Larson Financial Group first reported a position in Forte Biosciences in Q2 2021 and held it in 8 quarters.
  • Larson Financial Group's Forte Biosciences position peaked at $55K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.