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Minot Wealth Management’s PDS Biotechnology PDSB Stock Holding History

Minot Wealth Management’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
2022
Q2 		$37K Hold
10,000
– – 0.01% 181
2022
Q1 		$62K Buy
+10,000
New +$62.1K 0.01% 199
2021
Q2 		– Sell
-45,439
Closed -$207K – 222
2021
Q1 		$207K Sell
45,439
-3,764
-8% -$15.1K 0.05% 185
2020
Q4 		$105K Buy
+49,203
New +$108K 0.03% 153

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Minot Wealth Management's PDSB Position: Q2 2022 in Review

Minot Wealth Management held its PDS Biotechnology (PDSB) position steady in Q2 2022 at 10,000 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #181.

Minot Wealth Management first reported a position in PDSB in Q4 2020 and has held it in 4 quarters since. The position peaked at $207K in Q1 2021. 51 funds tracked by Wall St. Rank hold PDSB as of Q2 2022.

  • Minot Wealth Management held 10,000 shares of PDS Biotechnology worth $37K as of Q2 2022.
  • Minot Wealth Management left its PDS Biotechnology share count unchanged in Q2 2022.
  • PDS Biotechnology made up 0.01% of Minot Wealth Management's portfolio in Q2 2022, its #181 holding.
  • Minot Wealth Management first reported a position in PDS Biotechnology in Q4 2020 and has held it in 4 quarters since.
  • Minot Wealth Management's PDS Biotechnology position peaked at $207K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.