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Valeo Financial Advisors’s PDS Biotechnology PDSB Stock Holding History

Valeo Financial Advisors’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-21,570
Closed -$64K – 594
2022
Q3 		$64K Hold
21,570
– – ﹤0.01% 474
2022
Q2 		$79K Hold
21,570
– – 0.01% 463
2022
Q1 		$134K Hold
21,570
– – 0.01% 572
2021
Q4 		$175K Buy
21,570
+5,670
+36% +$61K 0.01% 530
2021
Q3 		$237K Buy
+15,900
New +$198K 0.01% 454

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's PDSB Position: Q4 2022 in Review

Valeo Financial Advisors sold out of PDS Biotechnology (PDSB) in Q4 2022, closing a stake of 21,570 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in PDSB in Q3 2021 and held it in 5 quarters. The position peaked at $237K in Q3 2021. 64 funds tracked by Wall St. Rank hold PDSB as of Q4 2022.

  • Valeo Financial Advisors reported no remaining PDS Biotechnology position as of Q4 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 21,570 PDS Biotechnology shares in Q4 2022, an estimated $64K.
  • Valeo Financial Advisors first reported a position in PDS Biotechnology in Q3 2021 and held it in 5 quarters.
  • Valeo Financial Advisors's PDS Biotechnology position peaked at $237K in Q3 2021.
  • 64 funds tracked by Wall St. Rank held PDS Biotechnology as of Q4 2022.

Based on Valeo Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.