Lee, Danner & Bass’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Lee, Danner & Bass’s Portfolio NWBO Stock Details NWBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,000	Closed	-$6K	–	750
2024 Q3	$6K	Hold	20,000	–	–	﹤0.01%	219
2024 Q2	$9K	Buy	+20,000	New	+$9K	﹤0.01%	210
2023 Q4	$14K	Hold	20,000	–	–	﹤0.01%	204
2023 Q3	$18K	Hold	20,000	–	–	﹤0.01%	198
2023 Q2	$11K	Hold	20,000	–	–	﹤0.01%	202
2023 Q1	$12K	Hold	20,000	–	–	﹤0.01%	194
2022 Q4	$16K	Hold	20,000	–	–	﹤0.01%	194
2022 Q3	$14K	Hold	20,000	–	–	﹤0.01%	194
2022 Q2	$13K	Hold	20,000	–	–	﹤0.01%	193
2022 Q1	$14K	Hold	20,000	–	–	﹤0.01%	203
2021 Q4	$14K	Hold	20,000	–	–	﹤0.01%	198
2021 Q3	$26K	Hold	20,000	–	–	﹤0.01%	197
2021 Q2	$29K	Hold	20,000	–	–	﹤0.01%	203
2021 Q1	$30K	Hold	20,000	–	–	﹤0.01%	191
2020 Q4	$30K	Hold	20,000	–	–	﹤0.01%	184
2020 Q3	$15K	Hold	20,000	–	–	﹤0.01%	177
2020 Q2	$7K	Hold	20,000	–	–	﹤0.01%	178
2020 Q1	$3K	Hold	20,000	–	–	﹤0.01%	170
2019 Q4	$4K	Hold	20,000	–	–	﹤0.01%	175
2019 Q3	$5K	Hold	20,000	–	–	﹤0.01%	176
2019 Q2	$5K	Hold	20,000	–	–	﹤0.01%	176
2019 Q1	$5K	Hold	20,000	–	–	﹤0.01%	171
2018 Q4	$4K	Hold	20,000	–	–	﹤0.01%	171
2018 Q3	$4K	Hold	20,000	–	–	﹤0.01%	176
2018 Q2	$5K	Hold	20,000	–	–	﹤0.01%	170
2018 Q1	$5K	Hold	20,000	–	–	﹤0.01%	174
2017 Q4	$5K	Hold	20,000	–	–	﹤0.01%	173
2017 Q3	$4K	Buy	+20,000	New	+$4K	﹤0.01%	167

Other funds holding NWBO

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

VWA

VSM Wealth Advisory Hunt Valley, Maryland $376M AUM 21.56% 1-Year Est. Return

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

AMG

Advisors Management Group La Crosse, Wisconsin $604M AUM 64.38% 1-Year Est. Return

KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return

Lee, Danner & Bass's NWBO Position: Q4 2024 in Review

Lee, Danner & Bass sold out of Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q4 2024, closing a stake of 20,000 shares — an estimated $6K sold.

Lee, Danner & Bass first reported a position in NWBO in Q3 2017 and held it in 28 quarters. The position peaked at $30K in Q1 2021. 11 funds tracked by Wall St. Rank hold NWBO as of Q4 2024.

Lee, Danner & Bass reported no remaining Northwest Biotherapeutics, Inc. Common stock position as of Q4 2024 after selling out during the quarter.
Lee, Danner & Bass sold 20,000 Northwest Biotherapeutics, Inc. Common stock shares in Q4 2024, an estimated $6K.
Lee, Danner & Bass first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q3 2017 and held it in 28 quarters.
Lee, Danner & Bass's Northwest Biotherapeutics, Inc. Common stock position peaked at $30K in Q1 2021.
11 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q4 2024.

Based on Lee, Danner & Bass's 13F filing for Q4 2024, filed 11 Feb 2025.