LWM
CDTX

Liberty Wealth Management’s Cidara Therapeutics CDTX Stock Holding History

Liberty Wealth Management’s Portfolio CDTX Stock Details CDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-600
Closed -$11K – 235
2024
Q1 		$11K Hold
600
– – ﹤0.01% 186
2023
Q4 		$10K Hold
600
– – ﹤0.01% 170
2023
Q3 		$11K Hold
600
– – ﹤0.01% 173
2023
Q2 		$13.6K Hold
600
– – ﹤0.01% 190
2023
Q1 		$15.2K Buy
+600
New +$17K ﹤0.01% 228

Other funds holding CDTX

MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Checkpoint Capital San Francisco, California $279M AUM 45.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $195M AUM 51.17% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Liberty Wealth Management's CDTX Position: Q2 2024 in Review

Liberty Wealth Management sold out of Cidara Therapeutics (CDTX) in Q2 2024, closing a stake of 600 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in CDTX in Q1 2023 and held it in 5 quarters. The position peaked at $15.2K in Q1 2023. 26 funds tracked by Wall St. Rank hold CDTX as of Q2 2024.

  • Liberty Wealth Management reported no remaining Cidara Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 600 Cidara Therapeutics shares in Q2 2024, an estimated $11K.
  • Liberty Wealth Management first reported a position in Cidara Therapeutics in Q1 2023 and held it in 5 quarters.
  • Liberty Wealth Management's Cidara Therapeutics position peaked at $15.2K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Cidara Therapeutics as of Q2 2024.

Based on Liberty Wealth Management's 13F filing for Q2 2024, filed 7 Aug 2024.