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Wealthspire Advisors (Maryland)’s Forte Biosciences FBRX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FBRX Stock Details FBRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed -$10K – 972
2019
Q1 		$10K Buy
+3
New +$11.6K ﹤0.01% 1528

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SAM
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FCMI
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FBRX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Forte Biosciences (FBRX) in Q2 2019, closing a stake of 3 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in FBRX in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 74 funds tracked by Wall St. Rank hold FBRX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Forte Biosciences position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 Forte Biosciences shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Forte Biosciences in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Forte Biosciences position peaked at $10K in Q1 2019.
  • 74 funds tracked by Wall St. Rank held Forte Biosciences as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.