WealthPLAN Partners’s BioCardia BCDA Stock Holding History

WealthPLAN Partners’s Portfolio BCDA Stock Details BCDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2	Closed	-$67	–	380
2023 Q2	$67	Buy	+2	New	+$62	﹤0.01%	1237

Other funds holding BCDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Family Management New York $975M AUM 23.16% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WealthPLAN Partners's BCDA Position: Q3 2023 in Review

WealthPLAN Partners sold out of BioCardia (BCDA) in Q3 2023, closing a stake of 2 shares — an estimated $67 sold.

WealthPLAN Partners first reported a position in BCDA in Q2 2023 and held it in 1 quarter. The position peaked at $67 in Q2 2023. 16 funds tracked by Wall St. Rank hold BCDA as of Q3 2023.

WealthPLAN Partners reported no remaining BioCardia position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 2 BioCardia shares in Q3 2023, an estimated $67.
WealthPLAN Partners first reported a position in BioCardia in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's BioCardia position peaked at $67 in Q2 2023.
16 funds tracked by Wall St. Rank held BioCardia as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.