SSWM
VBIO

Sheets Smith Wealth Management’s Valion Bio VBIO Stock Holding History

Sheets Smith Wealth Management’s Portfolio VBIO Stock Details VBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14
Closed -$63.8K – 498
2023
Q2 		$63.8K Hold
14
– – 0.01% 324
2023
Q1 		$90.6K Buy
+14
New +$246K 0.01% 311

Other funds holding VBIO

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sheets Smith Wealth Management's VBIO Position: Q3 2023 in Review

Sheets Smith Wealth Management sold out of Valion Bio (VBIO) in Q3 2023, closing a stake of 14 shares — an estimated $63.8K sold.

Sheets Smith Wealth Management first reported a position in VBIO in Q1 2023 and held it in 2 quarters. The position peaked at $90.6K in Q1 2023. 3 funds tracked by Wall St. Rank hold VBIO as of Q3 2023.

  • Sheets Smith Wealth Management reported no remaining Valion Bio position as of Q3 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 14 Valion Bio shares in Q3 2023, an estimated $63.8K.
  • Sheets Smith Wealth Management first reported a position in Valion Bio in Q1 2023 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Valion Bio position peaked at $90.6K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Valion Bio as of Q3 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.