Wealth Enhancement Advisory Services
ADAP

Wealth Enhancement Advisory Services’s Adaptimmune Therapeutics ADAP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ADAP Stock Details ADAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-40,816
Closed -$5.66K – 3648
2025
Q3 		$5.66K Buy
40,816
+30,000
+277% +$4.12K ﹤0.01% 3574
2025
Q2 		$2.7K Sell
10,816
-16,000
-60% -$4.27K ﹤0.01% 3377
2025
Q1 		$5.28K Hold
26,816
– – ﹤0.01% 2965
2024
Q4 		$14.4K Buy
26,816
+16,000
+148% +$11.7K ﹤0.01% 2912
2024
Q3 		$10.3K Sell
10,816
-24,286
-69% -$27.6K ﹤0.01% 2724
2024
Q2 		$34.2K Buy
35,102
+2,863
+9% +$3.14K ﹤0.01% 2471
2024
Q1 		$50.9K Hold
32,239
– – ﹤0.01% 2342
2023
Q4 		$25.6K Buy
32,239
+2,000
+7% +$1.13K ﹤0.01% 2245
2023
Q3 		$23.6K Buy
+30,239
New +$25.4K ﹤0.01% 2190

Other funds holding ADAP

JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADAP Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Adaptimmune Therapeutics (ADAP) in Q4 2025, closing a stake of 40,816 shares — an estimated $5.66K sold.

Wealth Enhancement Advisory Services first reported a position in ADAP in Q3 2023 and held it in 9 quarters. The position peaked at $50.9K in Q1 2024. 10 funds tracked by Wall St. Rank hold ADAP as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Adaptimmune Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 40,816 Adaptimmune Therapeutics shares in Q4 2025, an estimated $5.66K.
  • Wealth Enhancement Advisory Services first reported a position in Adaptimmune Therapeutics in Q3 2023 and held it in 9 quarters.
  • Wealth Enhancement Advisory Services's Adaptimmune Therapeutics position peaked at $50.9K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Adaptimmune Therapeutics as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.