OIA
IBRX icon

Optimum Investment Advisors’s ImmunityBio IBRX Stock Holding History

Optimum Investment 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
2021
Q4 		– Sell
-300
Closed -$3K – 847
2021
Q3 		$3K Hold
300
– – ﹤0.01% 784
2021
Q2 		$4K Hold
300
– – ﹤0.01% 831
2021
Q1 		$7K Sell
300
-100
-25% -$2.59K ﹤0.01% 800
2020
Q4 		$5K Buy
+400
New +$3.85K ﹤0.01% 784

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 27.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimum Investment Advisors's IBRX Position: Q4 2021 in Review

Optimum Investment Advisors sold out of ImmunityBio (IBRX) in Q4 2021, closing a stake of 300 shares — an estimated $3K sold.

Optimum Investment Advisors first reported a position in IBRX in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 141 funds tracked by Wall St. Rank hold IBRX as of Q4 2021.

  • Optimum Investment Advisors reported no remaining ImmunityBio position as of Q4 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 ImmunityBio shares in Q4 2021, an estimated $3K.
  • Optimum Investment Advisors first reported a position in ImmunityBio in Q4 2020 and held it in 4 quarters.
  • Optimum Investment Advisors's ImmunityBio position peaked at $7K in Q1 2021.
  • 141 funds tracked by Wall St. Rank held ImmunityBio as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.