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United Capital Financial Advisors’s iBio IBIO Stock Holding History

United Capital Financial Advisors’s Portfolio IBIO Stock Details IBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24
Closed -$2K – 1075
2022
Q3 		$2K Sell
24
-2
-8% -$275 ﹤0.01% 1083
2022
Q2 		$3K Hold
26
– – ﹤0.01% 1119
2022
Q1 		$6K Sell
26
-2
-7% -$418 ﹤0.01% 1160
2021
Q4 		$8K Buy
28
+1
+4% +$381 ﹤0.01% 1198
2021
Q3 		$14K Hold
27
– – ﹤0.01% 1194
2021
Q2 		$20K Hold
27
– – ﹤0.01% 1213
2021
Q1 		$21K Buy
+27
New +$23.5K ﹤0.01% 1179

Other funds holding IBIO

SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

United Capital Financial Advisors's IBIO Position: Q4 2022 in Review

United Capital Financial Advisors sold out of iBio (IBIO) in Q4 2022, closing a stake of 24 shares — an estimated $2K sold.

United Capital Financial Advisors first reported a position in IBIO in Q1 2021 and held it in 7 quarters. The position peaked at $21K in Q1 2021. 37 funds tracked by Wall St. Rank hold IBIO as of Q4 2022.

  • United Capital Financial Advisors reported no remaining iBio position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 24 iBio shares in Q4 2022, an estimated $2K.
  • United Capital Financial Advisors first reported a position in iBio in Q1 2021 and held it in 7 quarters.
  • United Capital Financial Advisors's iBio position peaked at $21K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held iBio as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.