MWM
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MinichMacGregor Wealth Management’s Cellectar Biosciences CLRB Stock Holding History

MinichMacGregor Wealth Management’s Portfolio CLRB Stock Details CLRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$239 – 190
2022
Q4 		$239 Buy
+5
New +$300 ﹤0.01% 692

Other funds holding CLRB

ACM
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WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
MS
Maven Securities St Helier, Jersey $5.2B AUM 44.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return

MinichMacGregor Wealth Management's CLRB Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Cellectar Biosciences (CLRB) in Q1 2023, closing a stake of 5 shares — an estimated $239 sold.

MinichMacGregor Wealth Management first reported a position in CLRB in Q4 2022 and held it in 1 quarter. The position peaked at $239 in Q4 2022. 19 funds tracked by Wall St. Rank hold CLRB as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Cellectar Biosciences position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 5 Cellectar Biosciences shares in Q1 2023, an estimated $239.
  • MinichMacGregor Wealth Management first reported a position in Cellectar Biosciences in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Cellectar Biosciences position peaked at $239 in Q4 2022.
  • 19 funds tracked by Wall St. Rank held Cellectar Biosciences as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.