LPL Financial
PDSB icon

LPL Financial’s PDS Biotechnology PDSB Stock Holding History

LPL Financial’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,412
Closed -$39.8K – 5405
2024
Q3 		$39.8K Hold
10,412
– – ﹤0.01% 5022
2024
Q2 		$30.5K Sell
10,412
-118,053
-92% -$378K ﹤0.01% 4899
2024
Q1 		$509K Sell
128,465
-3,062
-2% -$15.8K ﹤0.01% 3762
2023
Q4 		$654K Sell
131,527
-103,250
-44% -$513K ﹤0.01% 3432
2023
Q3 		$1.19M Sell
234,777
-70,685
-23% -$387K ﹤0.01% 2753
2023
Q2 		$1.54M Sell
305,462
-22,785
-7% -$149K ﹤0.01% 2484
2023
Q1 		$2.02M Sell
328,247
-50,213
-13% -$411K ﹤0.01% 2131
2022
Q4 		$5M Sell
378,460
-114,771
-23% -$810K ﹤0.01% 1453
2022
Q3 		$1.47M Buy
493,231
+298,731
+154% +$1.27M ﹤0.01% 2223
2022
Q2 		$710K Buy
+194,500
New +$925K ﹤0.01% 2878
2021
Q4 		– Sell
-45,436
Closed -$677K – 4432
2021
Q3 		$677K Sell
45,436
-5,614
-11% -$70K ﹤0.01% 2941
2021
Q2 		$641K Buy
+51,050
New +$399K ﹤0.01% 2942
2017
Q1 		– Sell
-634
Closed -$162K – 2773
2016
Q4 		$162K Buy
+634
New +$144K ﹤0.01% 2526

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's PDSB Position: Q4 2024 in Review

LPL Financial sold out of PDS Biotechnology (PDSB) in Q4 2024, closing a stake of 10,412 shares — an estimated $39.8K sold.

LPL Financial first reported a position in PDSB in Q4 2016 and held it in 13 quarters. The position peaked at $5M in Q4 2022. 52 funds tracked by Wall St. Rank hold PDSB as of Q4 2024.

  • LPL Financial reported no remaining PDS Biotechnology position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 10,412 PDS Biotechnology shares in Q4 2024, an estimated $39.8K.
  • LPL Financial first reported a position in PDS Biotechnology in Q4 2016 and held it in 13 quarters.
  • LPL Financial's PDS Biotechnology position peaked at $5M in Q4 2022.
  • 52 funds tracked by Wall St. Rank held PDS Biotechnology as of Q4 2024.

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