LPL Financial
CBIO icon

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 – 5352
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 $3.91B AUM 304.52% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

LPL Financial's CBIO Position: Q4 2024 in Review

LPL Financial sold out of Crescent Biopharma (CBIO) in Q4 2024, closing a stake of 307 shares — an estimated $5.19K sold.

LPL Financial first reported a position in CBIO in Q1 2021 and held it in 8 quarters. The position peaked at $174K in Q1 2024. 41 funds tracked by Wall St. Rank hold CBIO as of Q4 2024.

  • LPL Financial reported no remaining Crescent Biopharma position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 307 Crescent Biopharma shares in Q4 2024, an estimated $5.19K.
  • LPL Financial first reported a position in Crescent Biopharma in Q1 2021 and held it in 8 quarters.
  • LPL Financial's Crescent Biopharma position peaked at $174K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Crescent Biopharma as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.