OIA
CWBR

Optimum Investment Advisors’s CohBar, Inc. Common Stock CWBR Stock Holding History

Optimum Investment Advisors’s Portfolio CWBR Stock Details CWBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50,823
Closed -$146K – 849
2022
Q3 		$146K Buy
50,823
+46,726
+1,140% +$234K 0.08% 215
2022
Q2 		$23K Sell
4,097
-4,140
-50% -$27.7K 0.01% 496
2022
Q1 		$78K Sell
8,237
-1,300
-14% -$12.3K 0.03% 355
2021
Q4 		$100K Sell
9,537
-333
-3% -$6.38K 0.04% 341
2021
Q3 		$284K Sell
9,870
-217
-2% -$7.82K 0.12% 169
2021
Q2 		$424K Buy
10,087
+333
+3% +$13.1K 0.13% 162
2021
Q1 		$398K Hold
9,754
– – 0.12% 178
2020
Q4 		$392K Hold
9,754
– – 0.12% 163
2020
Q3 		$278K Hold
9,754
– – 0.09% 193
2020
Q2 		$454K Hold
9,754
– – 0.16% 140
2020
Q1 		$334K Hold
9,754
– – 0.14% 157
2019
Q4 		$468K Buy
9,754
+134
+1% +$6.69K 0.14% 166
2019
Q3 		$375K Buy
9,620
+10
+0.1% +$456 0.12% 183
2019
Q2 		$496K Hold
9,610
– – 0.16% 153
2019
Q1 		$940K Buy
9,610
+334
+4% +$33.7K 0.31% 79
2018
Q4 		$865K Hold
9,276
– – 0.3% 83
2018
Q3 		$1.2M Hold
9,276
– – 0.33% 79
2018
Q2 		$1.82M Buy
9,276
+33
+0.4% +$6.4K 0.53% 38
2018
Q1 		$1.44M Buy
9,243
+198
+2% +$35.2K 0.42% 56
2017
Q4 		$1.35M Buy
+9,045
New +$1.41M 0.43% 61

Other funds holding CWBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Optimum Investment Advisors's CWBR Position: Q4 2022 in Review

Optimum Investment Advisors sold out of CohBar, Inc. Common Stock (CWBR) in Q4 2022, closing a stake of 50,823 shares — an estimated $146K sold.

Optimum Investment Advisors first reported a position in CWBR in Q4 2017 and held it in 20 quarters. The position peaked at $1.82M in Q2 2018. 20 funds tracked by Wall St. Rank hold CWBR as of Q4 2022.

  • Optimum Investment Advisors reported no remaining CohBar, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 50,823 CohBar, Inc. Common Stock shares in Q4 2022, an estimated $146K.
  • Optimum Investment Advisors first reported a position in CohBar, Inc. Common Stock in Q4 2017 and held it in 20 quarters.
  • Optimum Investment Advisors's CohBar, Inc. Common Stock position peaked at $1.82M in Q2 2018.
  • 20 funds tracked by Wall St. Rank held CohBar, Inc. Common Stock as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.