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Wealthspire Advisors (Maryland)’s PDS Biotechnology PDSB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,000
Closed -$37K – 1566
2019
Q1 		$37K Hold
5,000
– – ﹤0.01% 1025
2018
Q4 		$32K Buy
+5,000
New +$66.2K ﹤0.01% 1031

Other funds holding PDSB

SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of PDS Biotechnology (PDSB) in Q2 2019, closing a stake of 5,000 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in PDSB in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q1 2019. 21 funds tracked by Wall St. Rank hold PDSB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PDS Biotechnology position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,000 PDS Biotechnology shares in Q2 2019, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in PDS Biotechnology in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s PDS Biotechnology position peaked at $37K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held PDS Biotechnology as of Q2 2019.

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