Twin Peaks Wealth Advisors’s Gritstone bio, Inc. Common Stock GRTS Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio GRTS Stock Details GRTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50,811	Closed	-$29.5K	–	147
2024 Q3	$29.5K	Buy	50,811 +5,000	+11%	+$2.8K	0.01%	131
2024 Q2	$28.3K	Buy	45,811 +5,497	+14%	+$4.64K	0.01%	128
2024 Q1	$104K	Hold	40,314	–	–	0.06%	124
2023 Q4	$82.2K	Buy	+40,314	New	+$73.6K	0.05%	121

Other funds holding GRTS

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's GRTS Position: Q4 2024 in Review

Twin Peaks Wealth Advisors sold out of Gritstone bio, Inc. Common Stock (GRTS) in Q4 2024, closing a stake of 50,811 shares — an estimated $29.5K sold.

Twin Peaks Wealth Advisors first reported a position in GRTS in Q4 2023 and held it in 4 quarters. The position peaked at $104K in Q1 2024. 6 funds tracked by Wall St. Rank hold GRTS as of Q4 2024.

Twin Peaks Wealth Advisors reported no remaining Gritstone bio, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 50,811 Gritstone bio, Inc. Common Stock shares in Q4 2024, an estimated $29.5K.
Twin Peaks Wealth Advisors first reported a position in Gritstone bio, Inc. Common Stock in Q4 2023 and held it in 4 quarters.
Twin Peaks Wealth Advisors's Gritstone bio, Inc. Common Stock position peaked at $104K in Q1 2024.
6 funds tracked by Wall St. Rank held Gritstone bio, Inc. Common Stock as of Q4 2024.

Based on Twin Peaks Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.