Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
Sowell Financial Services’s
ImmunityBio
IBRX
Stock Holding History
Sowell Financial Services’s Portfolio
IBRX Stock Details
IBRX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$127K
Sell
16,572
-87,119
-84%
-$596K
﹤0.01%
1089
2025
Q4
$205K
Buy
103,691
+6
+0%
+$14
0.01%
1022
2025
Q3
$255K
Buy
+103,685
New
+$267K
0.01%
882
2021
Q2
–
Sell
-695
Closed
-$11K
–
1524
2021
Q1
$11K
Hold
695
–
–
﹤0.01%
2276
2020
Q4
$9K
Sell
695
-400
-37%
-$3.85K
﹤0.01%
2060
2020
Q3
$8K
Buy
1,095
+1,085
+10,850%
+$10.8K
﹤0.01%
1867
2020
Q2
$0
Sell
10
-500
-98%
-$2.82K
﹤0.01%
2558
2020
Q1
$1K
Buy
510
+500
+5,000%
+$2.5K
﹤0.01%
2254
2019
Q4
$0
Hold
10
–
–
﹤0.01%
2587
2019
Q3
$0
Buy
+10
New
+$12
﹤0.01%
2423
2017
Q1
–
Sell
-10
Closed
–
–
404
2016
Q4
$0
Buy
+10
New
+$67
﹤0.01%
645
Other funds holding IBRX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HF
HRT Financial
New York
$26B AUM
58.22%
1-Year Est. Return
WP
Woodline Partners
San Francisco, California
$26.4B AUM
44.85%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close