Planned Solutions’s Zymeworks ZYME Stock Holding History

Planned Solutions’s Portfolio ZYME Stock Details ZYME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-300	Closed	-$14K	–	429
2020 Q4	$14K	Buy	+300	New	+$13.9K	0.01%	312

Other funds holding ZYME

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CAM

Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Planned Solutions's ZYME Position: Q1 2021 in Review

Planned Solutions sold out of Zymeworks (ZYME) in Q1 2021, closing a stake of 300 shares — an estimated $14K sold.

Planned Solutions first reported a position in ZYME in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 125 funds tracked by Wall St. Rank hold ZYME as of Q1 2021.

Planned Solutions reported no remaining Zymeworks position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 300 Zymeworks shares in Q1 2021, an estimated $14K.
Planned Solutions first reported a position in Zymeworks in Q4 2020 and held it in 1 quarter.
Planned Solutions's Zymeworks position peaked at $14K in Q4 2020.
125 funds tracked by Wall St. Rank held Zymeworks as of Q1 2021.

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