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Planning Solutions Group’s Fortress Biotech FBIO Stock Holding History

Planning Solutions Group’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
2019
Q2 		$69K Hold
3,067
– – 0.04% 140
2019
Q1 		$82K Hold
3,067
– – 0.04% 134
2018
Q4 		$40K Buy
+3,067
New +$51.2K 0.02% 120

Other funds holding FBIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OPPM
Opus Point Partners Management New York $55.3M AUM 7.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Planning Solutions Group's FBIO Position: Q2 2019 in Review

Planning Solutions Group held its Fortress Biotech (FBIO) position steady in Q2 2019 at 3,067 shares worth $69K. The position accounts for 0.04% of the portfolio, ranked #140.

Planning Solutions Group first reported a position in FBIO in Q4 2018 and has held it in 3 quarters since. The position peaked at $82K in Q1 2019. 49 funds tracked by Wall St. Rank hold FBIO as of Q2 2019.

  • Planning Solutions Group held 3,067 shares of Fortress Biotech worth $69K as of Q2 2019.
  • Planning Solutions Group left its Fortress Biotech share count unchanged in Q2 2019.
  • Fortress Biotech made up 0.04% of Planning Solutions Group's portfolio in Q2 2019, its #140 holding.
  • Planning Solutions Group first reported a position in Fortress Biotech in Q4 2018 and has held it in 3 quarters since.
  • Planning Solutions Group's Fortress Biotech position peaked at $82K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.