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Pacific Capital Wealth Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-390
Closed -$2.34K – 91
2024
Q4 		$2.34K Hold
390
– – ﹤0.01% 343
2024
Q3 		$2K Hold
390
– – ﹤0.01% 401
2024
Q2 		$1.41K Hold
390
– – ﹤0.01% 452
2024
Q1 		$1.25K Hold
390
– – ﹤0.01% 470
2023
Q4 		$1.91K Buy
+390
New +$1.78K ﹤0.01% 289

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacific Capital Wealth Advisors's ADPT Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Adaptive Biotechnologies (ADPT) in Q1 2025, closing a stake of 390 shares — an estimated $2.34K sold.

Pacific Capital Wealth Advisors first reported a position in ADPT in Q4 2023 and held it in 5 quarters. The position peaked at $2.34K in Q4 2024. 225 funds tracked by Wall St. Rank hold ADPT as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Adaptive Biotechnologies position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 390 Adaptive Biotechnologies shares in Q1 2025, an estimated $2.34K.
  • Pacific Capital Wealth Advisors first reported a position in Adaptive Biotechnologies in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Adaptive Biotechnologies position peaked at $2.34K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.