Moss Adams Wealth Advisors’s ImmunityBio IBRX Stock Holding History

Moss Adams Wealth Advisors’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-12,341	Closed	-$20.9K	–	141
2023 Q3	$20.9K	Buy	+12,341	New	+$24.8K	0.01%	134

Other funds holding IBRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Moss Adams Wealth Advisors's IBRX Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of ImmunityBio (IBRX) in Q4 2023, closing a stake of 12,341 shares — an estimated $20.9K sold.

Moss Adams Wealth Advisors first reported a position in IBRX in Q3 2023 and held it in 1 quarter. The position peaked at $20.9K in Q3 2023. 147 funds tracked by Wall St. Rank hold IBRX as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining ImmunityBio position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 12,341 ImmunityBio shares in Q4 2023, an estimated $20.9K.
Moss Adams Wealth Advisors first reported a position in ImmunityBio in Q3 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's ImmunityBio position peaked at $20.9K in Q3 2023.
147 funds tracked by Wall St. Rank held ImmunityBio as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.