LPL Financial
CBIO

LPL Financial’s Crescent Biopharma CBIO Stock Holding History

LPL Financial’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-307
Closed -$5.19K – 5353
2024
Q3 		$5.19K Buy
307
+17
+6% +$357 ﹤0.01% 5145
2024
Q2 		$8.17K Sell
290
-290
-50% -$30.1K ﹤0.01% 4984
2024
Q1 		$174K Buy
580
+170
+41% +$50.8K ﹤0.01% 4539
2023
Q4 		$96.8K Buy
410
+280
+215% +$43.5K ﹤0.01% 4560
2023
Q3 		$19.5K Buy
130
+30
+30% +$4.73K ﹤0.01% 4606
2023
Q2 		$17.4K Buy
+100
New +$16.8K ﹤0.01% 4532
2021
Q3 		– Sell
-196
Closed -$46K – 4367
2021
Q2 		$46K Hold
196
– – ﹤0.01% 4149
2021
Q1 		$59K Buy
+196
New +$70.2K ﹤0.01% 3979

Other funds holding CBIO

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $1.94B AUM 444.09% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.66B AUM 340.85% 1-Year Est. Return