Raymond James Financial Services Advisors’s PDS Biotechnology PDSB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,154	Closed	-$56.3K	–	3396
2023 Q3	$56.3K	Buy	+11,154	New	+$61.1K	﹤0.01%	3143
2023 Q2	–	Sell	-25,918	Closed	-$159K	–	3332
2023 Q1	$159K	Buy	+25,918	New	+$212K	﹤0.01%	2968
2019 Q1	–	Sell	-7,923	Closed	-$51K	–	2854
2018 Q4	$51K	Hold	7,923	–	–	﹤0.01%	2469
2018 Q3	$130K	Hold	7,923	–	–	﹤0.01%	2624
2018 Q2	$163K	Buy	+7,923	New	+$165K	﹤0.01%	2531
2018 Q1	–	Sell	-2,250	Closed	-$422K	–	2683
2017 Q4	$422K	Hold	2,250	–	–	﹤0.01%	1805
2017 Q3	$483K	Sell	2,250 -150	-6%	-$31K	﹤0.01%	1734
2017 Q2	$492K	Hold	2,400	–	–	﹤0.01%	1682
2017 Q1	$437K	Buy	2,400 +50	+2%	+$9.9K	﹤0.01%	1666
2016 Q4	$588K	Hold	2,350	–	–	﹤0.01%	1440
2016 Q3	$489K	Buy	2,350 +50	+2%	+$9.91K	﹤0.01%	1511
2016 Q2	$465K	Hold	2,300	–	–	﹤0.01%	1463
2016 Q1	$421K	Buy	+2,300	New	+$411K	﹤0.01%	1352

Other funds holding PDSB

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

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

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

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors's PDSB Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of PDS Biotechnology (PDSB) in Q4 2023, closing a stake of 11,154 shares — an estimated $56.3K sold.

Raymond James Financial Services Advisors first reported a position in PDSB in Q1 2016 and held it in 13 quarters. The position peaked at $588K in Q4 2016. 77 funds tracked by Wall St. Rank hold PDSB as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining PDS Biotechnology position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 11,154 PDS Biotechnology shares in Q4 2023, an estimated $56.3K.
Raymond James Financial Services Advisors first reported a position in PDS Biotechnology in Q1 2016 and held it in 13 quarters.
Raymond James Financial Services Advisors's PDS Biotechnology position peaked at $588K in Q4 2016.
77 funds tracked by Wall St. Rank held PDS Biotechnology as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.