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Moss Adams Wealth Advisors’s GT Biopharma GTBP Stock Holding History

Moss Adams Wealth Advisors’s Portfolio GTBP Stock Details GTBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-667
Closed -$5.1K – 154
2023
Q4 		$5.1K Hold
667
– – ﹤0.01% 122
2023
Q3 		$4.82K Buy
667
+334
+100% +$2.76K ﹤0.01% 150
2023
Q2 		$3.12K Hold
333
– – ﹤0.01% 131
2023
Q1 		$5.5K Buy
+333
New +$7.63K ﹤0.01% 145

Other funds holding GTBP

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moss Adams Wealth Advisors's GTBP Position: Q1 2024 in Review

Moss Adams Wealth Advisors sold out of GT Biopharma (GTBP) in Q1 2024, closing a stake of 667 shares — an estimated $5.1K sold.

Moss Adams Wealth Advisors first reported a position in GTBP in Q1 2023 and held it in 4 quarters. The position peaked at $5.5K in Q1 2023. 17 funds tracked by Wall St. Rank hold GTBP as of Q1 2024.

  • Moss Adams Wealth Advisors reported no remaining GT Biopharma position as of Q1 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 667 GT Biopharma shares in Q1 2024, an estimated $5.1K.
  • Moss Adams Wealth Advisors first reported a position in GT Biopharma in Q1 2023 and held it in 4 quarters.
  • Moss Adams Wealth Advisors's GT Biopharma position peaked at $5.5K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held GT Biopharma as of Q1 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.