Redwood Wealth Management Group’s Precision BioSciences DTIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-15,378
Closed -$150K 415
2024
Q2
$150K Buy
+15,378
New +$181K 0.11% 144
2024
Q1
Sell
-7,083
Closed -$77.6K 122
2023
Q4
$77.6K Buy
7,083
+523
+8% +$5.64K 0.09% 124
2023
Q3
$67.2K Buy
6,560
+537
+9% +$8.25K 0.08% 125
2023
Q2
$95K Sell
6,023
-46
-0.8% -$1.05K 0.11% 129
2023
Q1
$137K Buy
6,069
+244
+4% +$8.04K 0.16% 129
2022
Q4
$208K Buy
+5,825
New +$230K 0.26% 108

Other funds holding DTIL

Redwood Wealth Management Group's DTIL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Precision BioSciences (DTIL) in Q3 2024, closing a stake of 15,378 shares — an estimated $150K sold.

Redwood Wealth Management Group first reported a position in DTIL in Q4 2022 and held it in 6 quarters. The position peaked at $208K in Q4 2022. 51 funds tracked by Wall St. Rank hold DTIL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Precision BioSciences position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 15,378 Precision BioSciences shares in Q3 2024, an estimated $150K.
  • Redwood Wealth Management Group first reported a position in Precision BioSciences in Q4 2022 and held it in 6 quarters.
  • Redwood Wealth Management Group's Precision BioSciences position peaked at $208K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Precision BioSciences as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.