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Pinnacle Wealth Management Advisory Group’s ImmunityBio IBRX Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2023
Q2 		– Sell
-102,740
Closed -$187K – 339
2023
Q1 		$187K Buy
+102,740
New +$319K 0.03% 303

Other funds holding IBRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AH
Allen Holding New York $1.01B AUM 27.61% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IBRX Position: Q2 2023 in Review

Pinnacle Wealth Management Advisory Group sold out of ImmunityBio (IBRX) in Q2 2023, closing a stake of 102,740 shares — an estimated $187K sold.

Pinnacle Wealth Management Advisory Group first reported a position in IBRX in Q1 2023 and held it in 1 quarter. The position peaked at $187K in Q1 2023. 117 funds tracked by Wall St. Rank hold IBRX as of Q2 2023.

  • Pinnacle Wealth Management Advisory Group reported no remaining ImmunityBio position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 102,740 ImmunityBio shares in Q2 2023, an estimated $187K.
  • Pinnacle Wealth Management Advisory Group first reported a position in ImmunityBio in Q1 2023 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's ImmunityBio position peaked at $187K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2023.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2023, filed 2 Aug 2023.