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Phoenix Wealth Advisors’s Fortress Biotech FBIO Stock Holding History

Phoenix Wealth Advisors’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-53
Closed -$3K – 200
2021
Q3 		$3K Hold
53
– – ﹤0.01% 351
2021
Q2 		$3K Buy
+53
New +$3.2K ﹤0.01% 345

Other funds holding FBIO

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Phoenix Wealth Advisors's FBIO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Fortress Biotech (FBIO) in Q4 2021, closing a stake of 53 shares — an estimated $3K sold.

Phoenix Wealth Advisors first reported a position in FBIO in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 82 funds tracked by Wall St. Rank hold FBIO as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Fortress Biotech position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 53 Fortress Biotech shares in Q4 2021, an estimated $3K.
  • Phoenix Wealth Advisors first reported a position in Fortress Biotech in Q2 2021 and held it in 2 quarters.
  • Phoenix Wealth Advisors's Fortress Biotech position peaked at $3K in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Fortress Biotech as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.