SPIA
NWBO

Steward Partners Investment Advisory’s Northwest Biotherapeutics, Inc. Common stock NWBO Stock Holding History

Steward Partners Investment Advisory’s Portfolio NWBO Stock Details NWBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,000
Closed -$10K – 3556
2021
Q2 		$10K Buy
+7,000
New +$10K ﹤0.01% 6077

Other funds holding NWBO

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Steward Partners Investment Advisory's NWBO Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Northwest Biotherapeutics, Inc. Common stock (NWBO) in Q3 2021, closing a stake of 7,000 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in NWBO in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 10 funds tracked by Wall St. Rank hold NWBO as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Northwest Biotherapeutics, Inc. Common stock position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 7,000 Northwest Biotherapeutics, Inc. Common stock shares in Q3 2021, an estimated $10K.
  • Steward Partners Investment Advisory first reported a position in Northwest Biotherapeutics, Inc. Common stock in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Northwest Biotherapeutics, Inc. Common stock position peaked at $10K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Northwest Biotherapeutics, Inc. Common stock as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.