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Moss Adams Wealth Advisors’s Immix Biopharma IMMX Stock Holding History

Moss Adams Wealth Advisors’s Portfolio IMMX Stock Details IMMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,000
Closed -$138K – 156
2023
Q4 		$138K Hold
20,000
– – 0.03% 117
2023
Q3 		$68.4K Hold
20,000
– – 0.02% 117
2023
Q2 		$53.8K Sell
20,000
-78
-0.4% -$163 0.02% 106
2023
Q1 		$36.5K Buy
20,078
+78
+0.4% +$172 0.01% 117
2022
Q4 		$45.8K Buy
+20,000
New +$26.7K 0.02% 125

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BL
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CCC
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Vanguard Group
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LCM
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return