Sugarloaf Wealth Management’s Mustang Bio MBIO Stock Holding History

Sugarloaf Wealth Management’s Portfolio MBIO Stock Details MBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1	Closed	-$2K	–	785
2021 Q2	$2K	Hold	1	–	–	﹤0.01%	681
2021 Q1	$2	Buy	+1	New	+$2.97K	﹤0.01%	679

Other funds holding MBIO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's MBIO Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Mustang Bio (MBIO) in Q3 2021, closing a stake of 1 share — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in MBIO in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 79 funds tracked by Wall St. Rank hold MBIO as of Q3 2021.

Sugarloaf Wealth Management reported no remaining Mustang Bio position as of Q3 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 1 Mustang Bio share in Q3 2021, an estimated $2K.
Sugarloaf Wealth Management first reported a position in Mustang Bio in Q1 2021 and held it in 2 quarters.
Sugarloaf Wealth Management's Mustang Bio position peaked at $2K in Q2 2021.
79 funds tracked by Wall St. Rank held Mustang Bio as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.