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Transform Wealth’s FibroBiologics FBLG Stock Holding History

Transform Wealth’s Portfolio FBLG Stock Details FBLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,695
Closed -$668K – 236
2024
Q2 		$668K Buy
+6,695
New +$1.28M 0.05% 131

Other funds holding FBLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFP
Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIFAIM
American Institute for Advanced Investment Management Scottsdale, Arizona $154M AUM 21.65% 1-Year Est. Return

Transform Wealth's FBLG Position: Q3 2024 in Review

Transform Wealth sold out of FibroBiologics (FBLG) in Q3 2024, closing a stake of 6,695 shares — an estimated $668K sold.

Transform Wealth first reported a position in FBLG in Q2 2024 and held it in 1 quarter. The position peaked at $668K in Q2 2024. 61 funds tracked by Wall St. Rank hold FBLG as of Q3 2024.

  • Transform Wealth reported no remaining FibroBiologics position as of Q3 2024 after selling out during the quarter.
  • Transform Wealth sold 6,695 FibroBiologics shares in Q3 2024, an estimated $668K.
  • Transform Wealth first reported a position in FibroBiologics in Q2 2024 and held it in 1 quarter.
  • Transform Wealth's FibroBiologics position peaked at $668K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held FibroBiologics as of Q3 2024.

Based on Transform Wealth's 13F filing for Q3 2024, filed 16 Oct 2024.