Steward Partners Investment Advisory’s BioRestorative Therapies BRTX Stock Holding History

Steward Partners Investment Advisory’s Portfolio BRTX Stock Details BRTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,000	Closed	-$8.82K	–	3387
2023 Q2	$8.82K	Hold	2,000	–	–	﹤0.01%	2614
2023 Q1	$6.8K	Hold	2,000	–	–	﹤0.01%	2681
2022 Q4	$5.5K	Sell	2,000 -1,000	-33%	-$3.11K	﹤0.01%	2743
2022 Q3	$10K	Hold	3,000	–	–	﹤0.01%	2521
2022 Q2	$9K	Buy	3,000 +1,000	+50%	+$4.24K	﹤0.01%	2539
2022 Q1	$10K	Sell	2,000 -1	-0%	-$4	﹤0.01%	2649
2021 Q4	$9K	Buy	+2,001	New	+$11.4K	﹤0.01%	2629

Other funds holding BRTX

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

Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

LCM

Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's BRTX Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of BioRestorative Therapies (BRTX) in Q3 2023, closing a stake of 2,000 shares — an estimated $8.82K sold.

Steward Partners Investment Advisory first reported a position in BRTX in Q4 2021 and held it in 7 quarters. The position peaked at $10K in Q3 2022. 13 funds tracked by Wall St. Rank hold BRTX as of Q3 2023.

Steward Partners Investment Advisory reported no remaining BioRestorative Therapies position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,000 BioRestorative Therapies shares in Q3 2023, an estimated $8.82K.
Steward Partners Investment Advisory first reported a position in BioRestorative Therapies in Q4 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's BioRestorative Therapies position peaked at $10K in Q3 2022.
13 funds tracked by Wall St. Rank held BioRestorative Therapies as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.