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Legacy Wealth Management (Idaho)’s Precision BioSciences DTIL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DTIL Stock Details DTIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$15 – 781
2025
Q1 		$15 Hold
3
– – ﹤0.01% 815
2024
Q4 		$15 Hold
3
– – ﹤0.01% 749
2024
Q3 		$25 Buy
+3
New +$29 ﹤0.01% 699

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Vanguard Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFM
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Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DTIL Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Precision BioSciences (DTIL) in Q2 2025, closing a stake of 3 shares — an estimated $15 sold.

Legacy Wealth Management (Idaho) first reported a position in DTIL in Q3 2024 and held it in 3 quarters. The position peaked at $25 in Q3 2024. 52 funds tracked by Wall St. Rank hold DTIL as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Precision BioSciences position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3 Precision BioSciences shares in Q2 2025, an estimated $15.
  • Legacy Wealth Management (Idaho) first reported a position in Precision BioSciences in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Precision BioSciences position peaked at $25 in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Precision BioSciences as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.