TFA
CBIO

Tobias Financial Advisors’s Crescent Biopharma CBIO Stock Holding History

Tobias Financial Advisors’s Portfolio CBIO Stock Details CBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-150
Closed -$2.54K – 112
2024
Q3 		$2.54K Hold
150
– – ﹤0.01% 108
2024
Q2 		$4.22K Hold
150
– – ﹤0.01% 104
2024
Q1 		$45K Hold
150
– – 0.01% 102
2023
Q4 		$35.4K Hold
150
– – 0.01% 96
2023
Q3 		$22.5K Hold
150
– – 0.01% 89
2023
Q2 		$26.1K Hold
150
– – 0.01% 95
2023
Q1 		$18.9K Buy
+150
New +$33.8K 0.01% 83

Other funds holding CBIO

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return

Tobias Financial Advisors's CBIO Position: Q4 2024 in Review

Tobias Financial Advisors sold out of Crescent Biopharma (CBIO) in Q4 2024, closing a stake of 150 shares — an estimated $2.54K sold.

Tobias Financial Advisors first reported a position in CBIO in Q1 2023 and held it in 7 quarters. The position peaked at $45K in Q1 2024. 41 funds tracked by Wall St. Rank hold CBIO as of Q4 2024.

  • Tobias Financial Advisors reported no remaining Crescent Biopharma position as of Q4 2024 after selling out during the quarter.
  • Tobias Financial Advisors sold 150 Crescent Biopharma shares in Q4 2024, an estimated $2.54K.
  • Tobias Financial Advisors first reported a position in Crescent Biopharma in Q1 2023 and held it in 7 quarters.
  • Tobias Financial Advisors's Crescent Biopharma position peaked at $45K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Crescent Biopharma as of Q4 2024.

Based on Tobias Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.