Stifel Financial
BOLT icon

Stifel Financial’s Bolt Biotherapeutics BOLT Stock Holding History

Stifel Financial’s Portfolio BOLT Stock Details BOLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-613
Closed -$15.7K – 3294
2023
Q2 		$15.7K Buy
+613
New +$19.5K ﹤0.01% 3291
2023
Q1 		– Sell
-701
Closed -$18.2K – 3334
2022
Q4 		$18.2K Sell
701
-2
-0.3% -$55 ﹤0.01% 3250
2022
Q3 		$21K Buy
703
+12
+2% +$497 ﹤0.01% 3232
2022
Q2 		$28K Buy
691
+1
+0.1% +$39 ﹤0.01% 3262
2022
Q1 		$38K Buy
+690
New +$46.4K ﹤0.01% 3322

Other funds holding BOLT

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
NFGH
Nan Fung Group Holdings Kai Tak, Hong Kong $121M AUM 56.89% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stifel Financial's BOLT Position: Q3 2023 in Review

Stifel Financial sold out of Bolt Biotherapeutics (BOLT) in Q3 2023, closing a stake of 613 shares — an estimated $15.7K sold.

Stifel Financial first reported a position in BOLT in Q1 2022 and held it in 5 quarters. The position peaked at $38K in Q1 2022. 34 funds tracked by Wall St. Rank hold BOLT as of Q3 2023.

  • Stifel Financial reported no remaining Bolt Biotherapeutics position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 613 Bolt Biotherapeutics shares in Q3 2023, an estimated $15.7K.
  • Stifel Financial first reported a position in Bolt Biotherapeutics in Q1 2022 and held it in 5 quarters.
  • Stifel Financial's Bolt Biotherapeutics position peaked at $38K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Bolt Biotherapeutics as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.