LPL Financial’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-111,307
| Closed | -$1.38M | – | 5564 |
|
|
2024
Q4 | $1.38M | Buy |
111,307
+699
| +0.6% | +$8.01K | ﹤0.01% | 3212 |
|
|
2024
Q3 | $1.26M | Buy |
110,608
+20,448
| +23% | +$205K | ﹤0.01% | 3170 |
|
|
2024
Q2 | $644K | Sell |
90,160
-263
| -0.3% | -$2.01K | ﹤0.01% | 3641 |
|
|
2024
Q1 | $606K | Sell |
90,423
-35,768
| -28% | -$246K | ﹤0.01% | 3613 |
|
|
2023
Q4 | $820K | Sell |
126,191
-22,506
| -15% | -$145K | ﹤0.01% | 3231 |
|
|
2023
Q3 | $1.39M | Buy |
148,697
+87,885
| +145% | +$1.06M | ﹤0.01% | 2621 |
|
|
2023
Q2 | $850K | Buy |
60,812
+5,437
| +10% | +$92.7K | ﹤0.01% | 2983 |
|
|
2023
Q1 | $1.04M | Buy |
55,375
+45,041
| +436% | +$740K | ﹤0.01% | 2726 |
|
|
2022
Q4 | $142K | Buy |
+10,334
| New | +$158K | ﹤0.01% | 4077 |
|
|
2017
Q3 | – | Sell |
-1,555
| Closed | -$7K | – | 2950 |
|
|
2017
Q2 | $7K | Buy |
1,555
+20
| +1% | +$82 | ﹤0.01% | 2790 |
|
|
2017
Q1 | $7K | Sell |
1,535
-370
| -19% | -$1.24K | ﹤0.01% | 2695 |
|
|
2016
Q4 | $4K | Buy |
1,905
+13
| +0.7% | +$30 | ﹤0.01% | 2678 |
|
|
2016
Q3 | $6K | Buy |
1,892
+12
| +0.6% | +$32 | ﹤0.01% | 2626 |
|
|
2016
Q2 | $5K | Sell |
1,880
-1,909
| -50% | -$5.32K | ﹤0.01% | 2613 |
|
|
2016
Q1 | $10K | Hold |
3,789
| – | – | ﹤0.01% | 3079 |
|
|
2015
Q4 | $31K | Buy |
3,789
+1,895
| +100% | +$15.3K | ﹤0.01% | 3087 |
|
|
2015
Q3 | $14K | Sell |
1,894
-50
| -3% | -$417 | ﹤0.01% | 2762 |
|
|
2015
Q2 | $18K | Buy |
1,944
+50
| +3% | +$481 | ﹤0.01% | 2846 |
|
|
2015
Q1 | $18K | Buy |
1,894
+14
| +0.7% | +$135 | ﹤0.01% | 2757 |
|
|
2014
Q4 | $18K | Hold |
1,880
| – | – | ﹤0.01% | 2692 |
|
|
2014
Q3 | $17K | Sell |
1,880
-157
| -8% | -$1.76K | ﹤0.01% | 2671 |
|
|
2014
Q2 | $27K | Hold |
2,037
| – | – | ﹤0.01% | 2650 |
|
|
2014
Q1 | $27K | Hold |
2,037
| – | – | ﹤0.01% | 2616 |
|
|
2013
Q4 | $20K | Hold |
2,037
| – | – | ﹤0.01% | 2628 |
|
|
2013
Q3 | $20K | Sell |
2,037
-2,857
| -58% | -$28.4K | ﹤0.01% | 2519 |
|
|
2013
Q2 | $44K | Buy |
+4,894
| New | +$51.3K | ﹤0.01% | 2376 |
|
Other funds holding CDMO
LPL Financial's CDMO Position: Q1 2025 in Review
LPL Financial sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 111,307 shares — an estimated $1.38M sold.
LPL Financial first reported a position in CDMO in Q2 2013 and held it in 26 quarters. The position peaked at $1.39M in Q3 2023. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.
- LPL Financial reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
- LPL Financial sold 111,307 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $1.38M.
- LPL Financial first reported a position in Avid Bioservices, Inc. Common Stock in Q2 2013 and held it in 26 quarters.
- LPL Financial's Avid Bioservices, Inc. Common Stock position peaked at $1.39M in Q3 2023.
- 2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.
Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.