Planned Solutions’s Avalon GloboCare ALBT Stock Holding History

Planned Solutions’s Portfolio ALBT Stock Details ALBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-13	Closed	-$2K	–	71
2020 Q4	$2K	Buy	+13	New	+$2.31K	﹤0.01%	429

Other funds holding ALBT

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planned Solutions's ALBT Position: Q1 2021 in Review

Planned Solutions sold out of Avalon GloboCare (ALBT) in Q1 2021, closing a stake of 13 shares — an estimated $2K sold.

Planned Solutions first reported a position in ALBT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 30 funds tracked by Wall St. Rank hold ALBT as of Q1 2021.

Planned Solutions reported no remaining Avalon GloboCare position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 13 Avalon GloboCare shares in Q1 2021, an estimated $2K.
Planned Solutions first reported a position in Avalon GloboCare in Q4 2020 and held it in 1 quarter.
Planned Solutions's Avalon GloboCare position peaked at $2K in Q4 2020.
30 funds tracked by Wall St. Rank held Avalon GloboCare as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.