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Wealth Management Partners’s Fortress Biotech FBIO Stock Holding History

Wealth Management Partners’s Portfolio FBIO Stock Details FBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20,000
Closed -$60.2K – 120
2023
Q4 		$60.2K Buy
+20,000
New +$52.9K 0.03% 117

Other funds holding FBIO

RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Management Partners's FBIO Position: Q1 2024 in Review

Wealth Management Partners sold out of Fortress Biotech (FBIO) in Q1 2024, closing a stake of 20,000 shares — an estimated $60.2K sold.

Wealth Management Partners first reported a position in FBIO in Q4 2023 and held it in 1 quarter. The position peaked at $60.2K in Q4 2023. 40 funds tracked by Wall St. Rank hold FBIO as of Q1 2024.

  • Wealth Management Partners reported no remaining Fortress Biotech position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Partners sold 20,000 Fortress Biotech shares in Q1 2024, an estimated $60.2K.
  • Wealth Management Partners first reported a position in Fortress Biotech in Q4 2023 and held it in 1 quarter.
  • Wealth Management Partners's Fortress Biotech position peaked at $60.2K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held Fortress Biotech as of Q1 2024.

Based on Wealth Management Partners's 13F filing for Q1 2024, filed 12 Apr 2024.