Wealth Enhancement Advisory Services
IOBT

Wealth Enhancement Advisory Services’s IO Biotech IOBT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IOBT Stock Details IOBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,000
Closed -$18.4K – 3057
2024
Q4 		$18.4K Buy
+20,000
New +$19.9K ﹤0.01% 2905
2024
Q1 		– Sell
-10,000
Closed -$18.8K – 2526
2023
Q4 		$18.8K Sell
10,000
-100
-1% -$119 ﹤0.01% 2259
2023
Q3 		$14.2K Buy
+10,100
New +$17.8K ﹤0.01% 2208

Other funds holding IOBT

VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PBPIA
Pivotal bioVenture Partners Investment Advisor San Francisco, California $280M AUM 181.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's IOBT Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of IO Biotech (IOBT) in Q1 2025, closing a stake of 20,000 shares — an estimated $18.4K sold.

Wealth Enhancement Advisory Services first reported a position in IOBT in Q3 2023 and held it in 3 quarters. The position peaked at $18.8K in Q4 2023. 22 funds tracked by Wall St. Rank hold IOBT as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining IO Biotech position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 20,000 IO Biotech shares in Q1 2025, an estimated $18.4K.
  • Wealth Enhancement Advisory Services first reported a position in IO Biotech in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's IO Biotech position peaked at $18.8K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held IO Biotech as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.