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Sweet Financial Partners’s Immunic IMUX Stock Holding History

Sweet Financial Partners’s Portfolio IMUX Stock Details IMUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$49.2K Hold
2,983
– – 0.01% 196
2024
Q2 		$33.1K Hold
2,983
– – 0.01% 190
2024
Q1 		$39.4K Hold
2,983
– – 0.01% 194
2023
Q4 		$44.7K Buy
+2,983
New +$36.5K 0.01% 180

Other funds holding IMUX

BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $186M AUM 155.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sweet Financial Partners's IMUX Position: Q3 2024 in Review

Sweet Financial Partners held its Immunic (IMUX) position steady in Q3 2024 at 2,983 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #196.

Sweet Financial Partners first reported a position in IMUX in Q4 2023 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold IMUX as of Q3 2024.

  • Sweet Financial Partners held 2,983 shares of Immunic worth $49.2K as of Q3 2024.
  • Sweet Financial Partners left its Immunic share count unchanged in Q3 2024.
  • Immunic made up 0.01% of Sweet Financial Partners's portfolio in Q3 2024, its #196 holding.
  • Sweet Financial Partners first reported a position in Immunic in Q4 2023 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Immunic as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.