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Loring Wolcott & Coolidge Fiduciary Advisors’s Forte Biosciences FBRX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2025
Q1 		– Sell
-7
Closed -$107 – 564
2024
Q4 		$107 Hold
7
– – ﹤0.01% 558
2024
Q3 		$32 Sell
7
-1
-13% -$10 ﹤0.01% 571
2024
Q2 		$112 Hold
8
– – ﹤0.01% 549
2024
Q1 		$139 Hold
8
– – ﹤0.01% 559
2023
Q4 		$118 Hold
8
– – ﹤0.01% 552
2023
Q3 		$92 Hold
8
– – ﹤0.01% 604
2023
Q2 		$201 Hold
8
– – ﹤0.01% 625
2023
Q1 		$195 Hold
8
– – ﹤0.01% 589
2022
Q4 		$193 Hold
8
– – ﹤0.01% 570
2022
Q3 		$1K Hold
8
– – ﹤0.01% 592
2022
Q2 		$0 Hold
8
– – ﹤0.01% 644
2022
Q1 		$0 Hold
8
– – ﹤0.01% 663
2021
Q4 		$0 Hold
8
– – ﹤0.01% 735
2021
Q3 		$0 Hold
8
– – ﹤0.01% 813
2021
Q2 		$6K Buy
+8
New +$7.21K ﹤0.01% 716
2021
Q1 		– Sell
-8
Closed -$7K – 444
2020
Q4 		$7K Hold
8
– – ﹤0.01% 635
2020
Q3 		$9K Hold
8
– – ﹤0.01% 514
2020
Q2 		$3K Hold
8
– – ﹤0.01% 553
2020
Q1 		$4K Hold
8
– – ﹤0.01% 595
2019
Q4 		$2K Hold
8
– – ﹤0.01% 645
2019
Q3 		$2K Hold
8
– – ﹤0.01% 638
2019
Q2 		$19K Hold
8
– – ﹤0.01% 511
2019
Q1 		$32K Hold
8
– – ﹤0.01% 454
2018
Q4 		$24K Hold
8
– – ﹤0.01% 487
2018
Q3 		$45K Hold
8
– – ﹤0.01% 433
2018
Q2 		$27K Hold
8
– – ﹤0.01% 479
2018
Q1 		$34K Hold
8
– – ﹤0.01% 481
2017
Q4 		$30K Buy
+8
New +$31.9K ﹤0.01% 477

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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FBRX Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Forte Biosciences (FBRX) in Q1 2025, closing a stake of 7 shares — an estimated $107 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FBRX in Q4 2017 and held it in 28 quarters. The position peaked at $45K in Q3 2018. 29 funds tracked by Wall St. Rank hold FBRX as of Q1 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Forte Biosciences position as of Q1 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 7 Forte Biosciences shares in Q1 2025, an estimated $107.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Forte Biosciences in Q4 2017 and held it in 28 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Forte Biosciences position peaked at $45K in Q3 2018.
  • 29 funds tracked by Wall St. Rank held Forte Biosciences as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.