WAOI
PPBT

Wealth Advisors of Iowa’s Purple Biotech PPBT Stock Holding History

Wealth Advisors of Iowa’s Portfolio PPBT Stock Details PPBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-71
Closed -$5.81K – 72
2024
Q2 		$5.81K Hold
71
– – ﹤0.01% 52
2024
Q1 		$9.56K Hold
71
– – 0.01% 63
2023
Q4 		$11.1K Buy
71
+5
+8% +$1.11K 0.01% 58
2023
Q3 		$15.8K Hold
66
– – 0.01% 58
2023
Q2 		$18.5K Buy
66
+3
+5% +$1.08K 0.01% 58
2023
Q1 		$22.4K Hold
63
– – 0.02% 56
2022
Q4 		$17.3K Buy
63
+6
+11% +$2.3K 0.01% 64
2022
Q3 		$23K Buy
+57
New +$26.6K 0.02% 55

Other funds holding PPBT

AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Wealth Advisors of Iowa's PPBT Position: Q3 2024 in Review

Wealth Advisors of Iowa sold out of Purple Biotech (PPBT) in Q3 2024, closing a stake of 71 shares — an estimated $5.81K sold.

Wealth Advisors of Iowa first reported a position in PPBT in Q3 2022 and held it in 8 quarters. The position peaked at $23K in Q3 2022. 10 funds tracked by Wall St. Rank hold PPBT as of Q3 2024.

  • Wealth Advisors of Iowa reported no remaining Purple Biotech position as of Q3 2024 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 71 Purple Biotech shares in Q3 2024, an estimated $5.81K.
  • Wealth Advisors of Iowa first reported a position in Purple Biotech in Q3 2022 and held it in 8 quarters.
  • Wealth Advisors of Iowa's Purple Biotech position peaked at $23K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Purple Biotech as of Q3 2024.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2024, filed 12 Nov 2024.