Optimum Investment Advisors’s Poseida Therapeutics, Inc. Common Stock PSTX Stock Holding History

Optimum Investment Advisors’s Portfolio PSTX Stock Details PSTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,000	Closed	-$5.72K	–	647
2024 Q3	$5.72K	Hold	2,000	–	–	﹤0.01%	565
2024 Q2	$5.84K	Hold	2,000	–	–	﹤0.01%	555
2024 Q1	$6.38K	Hold	2,000	–	–	﹤0.01%	551
2023 Q4	$6.72K	Hold	2,000	–	–	﹤0.01%	541
2023 Q3	$4.76K	Hold	2,000	–	–	﹤0.01%	608
2023 Q2	$3.52K	Buy	+2,000	New	+$5.11K	﹤0.01%	630
2021 Q1	–	Sell	-3,000	Closed	-$33K	–	968
2020 Q4	$33K	Buy	+3,000	New	+$31.6K	0.01%	545

Other funds holding PSTX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

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

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

ACM

Aisling Capital Management New York $476M AUM 128.63% 1-Year Est. Return

Optimum Investment Advisors's PSTX Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Poseida Therapeutics, Inc. Common Stock (PSTX) in Q4 2024, closing a stake of 2,000 shares — an estimated $5.72K sold.

Optimum Investment Advisors first reported a position in PSTX in Q4 2020 and held it in 7 quarters. The position peaked at $33K in Q4 2020. 115 funds tracked by Wall St. Rank hold PSTX as of Q4 2024.

Optimum Investment Advisors reported no remaining Poseida Therapeutics, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Optimum Investment Advisors sold 2,000 Poseida Therapeutics, Inc. Common Stock shares in Q4 2024, an estimated $5.72K.
Optimum Investment Advisors first reported a position in Poseida Therapeutics, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
Optimum Investment Advisors's Poseida Therapeutics, Inc. Common Stock position peaked at $33K in Q4 2020.
115 funds tracked by Wall St. Rank held Poseida Therapeutics, Inc. Common Stock as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.