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Marshall & Sterling Wealth Advisors’s Fortress Biotech FBIO Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-460
Closed -$932 – 645
2024
Q4 		$932 Buy
+460
New +$834 ﹤0.01% 338

Other funds holding FBIO

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PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FBIO Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Fortress Biotech (FBIO) in Q1 2025, closing a stake of 460 shares — an estimated $932 sold.

Marshall & Sterling Wealth Advisors first reported a position in FBIO in Q4 2024 and held it in 1 quarter. The position peaked at $932 in Q4 2024. 46 funds tracked by Wall St. Rank hold FBIO as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Fortress Biotech position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 460 Fortress Biotech shares in Q1 2025, an estimated $932.
  • Marshall & Sterling Wealth Advisors first reported a position in Fortress Biotech in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Fortress Biotech position peaked at $932 in Q4 2024.
  • 46 funds tracked by Wall St. Rank held Fortress Biotech as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.