Newman & Schimel’s PDS Biotechnology PDSB Stock Holding History

Newman & Schimel’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
2021 Q1	–	Sell	-11,500	Closed	-$25K	–	49
2020 Q4	$25K	Buy	+11,500	New	+$25.2K	0.02%	45

Other funds holding PDSB

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

NLVP

New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return

MWM

Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Newman & Schimel's PDSB Position: Q1 2021 in Review

Newman & Schimel sold out of PDS Biotechnology (PDSB) in Q1 2021, closing a stake of 11,500 shares — an estimated $25K sold.

Newman & Schimel first reported a position in PDSB in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 32 funds tracked by Wall St. Rank hold PDSB as of Q1 2021.

Newman & Schimel reported no remaining PDS Biotechnology position as of Q1 2021 after selling out during the quarter.
Newman & Schimel sold 11,500 PDS Biotechnology shares in Q1 2021, an estimated $25K.
Newman & Schimel first reported a position in PDS Biotechnology in Q4 2020 and held it in 1 quarter.
Newman & Schimel's PDS Biotechnology position peaked at $25K in Q4 2020.
32 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2021.

Based on Newman & Schimel's 13F filing for Q1 2021, filed 8 Apr 2021.