SWM
CWBR

Sugarloaf Wealth Management’s CohBar, Inc. Common Stock CWBR Stock Holding History

Sugarloaf Wealth Management’s Portfolio CWBR Stock Details CWBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,219
Closed -$3.78K – 706
2023
Q3 		$3.78K Hold
1,219
– – ﹤0.01% 559
2023
Q2 		$3.4K Hold
1,219
– – ﹤0.01% 577
2023
Q1 		$2.18K Hold
1,219
– – ﹤0.01% 610
2022
Q4 		$2.07K Hold
1,219
– – ﹤0.01% 671
2022
Q3 		$4K Buy
1,219
+62
+5% +$311 ﹤0.01% 657
2022
Q2 		$7K Buy
+1,157
New +$7.74K ﹤0.01% 574
2022
Q1 		– Sell
-990
Closed -$10K – 777
2021
Q4 		$10K Buy
990
+243
+33% +$4.66K ﹤0.01% 517
2021
Q3 		$22K Sell
747
-25
-3% -$901 0.01% 410
2021
Q2 		$32K Sell
772
-133
-15% -$5.21K 0.01% 342
2021
Q1 		$37 Buy
905
+17
+2% +$808 0.01% 316
2020
Q4 		$36K Buy
+888
New +$30K 0.01% 291
2020
Q3 		– Sell
-325
Closed -$17K – 734
2020
Q2 		$17K Sell
325
-117
-26% -$8.17K 0.01% 382
2020
Q1 		$15K Buy
442
+59
+15% +$3.15K 0.01% 382
2019
Q4 		$18K Buy
+383
New +$19.1K 0.01% 391

Other funds holding CWBR

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Sugarloaf Wealth Management's CWBR Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of CohBar, Inc. Common Stock (CWBR) in Q4 2023, closing a stake of 1,219 shares — an estimated $3.78K sold.

Sugarloaf Wealth Management first reported a position in CWBR in Q4 2019 and held it in 14 quarters. The position peaked at $36K in Q4 2020. 3 funds tracked by Wall St. Rank hold CWBR as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining CohBar, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,219 CohBar, Inc. Common Stock shares in Q4 2023, an estimated $3.78K.
  • Sugarloaf Wealth Management first reported a position in CohBar, Inc. Common Stock in Q4 2019 and held it in 14 quarters.
  • Sugarloaf Wealth Management's CohBar, Inc. Common Stock position peaked at $36K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held CohBar, Inc. Common Stock as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.