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Sowell Financial Services’s iBio IBIO Stock Holding History

Sowell Financial Services’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3
Closed -$2K – 1521
2021
Q1 		$2K Hold
3
– – ﹤0.01% 2822
2020
Q4 		$2K Sell
3
-14
-82% -$11.4K ﹤0.01% 2468
2020
Q3 		$17K Buy
17
+12
+240% +$17.4K ﹤0.01% 1629
2020
Q2 		$5K Buy
+5
New +$3.27K ﹤0.01% 1896

Other funds holding IBIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Sowell Financial Services's IBIO Position: Q2 2021 in Review

Sowell Financial Services sold out of iBio (IBIO) in Q2 2021, closing a stake of 3 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in IBIO in Q2 2020 and held it in 4 quarters. The position peaked at $17K in Q3 2020. 83 funds tracked by Wall St. Rank hold IBIO as of Q2 2021.

  • Sowell Financial Services reported no remaining iBio position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3 iBio shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in iBio in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's iBio position peaked at $17K in Q3 2020.
  • 83 funds tracked by Wall St. Rank held iBio as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.