WFA
FBIO icon

West Financial Advisors’s Fortress Biotech FBIO Stock Holding History

West Financial Advisors’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
2023
Q2 		– Sell
-67
Closed -$820 – 191
2023
Q1 		$820 Buy
+67
New +$798 ﹤0.01% 146

Other funds holding FBIO

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.8B AUM 19.39% 1-Year Est. Return

West Financial Advisors's FBIO Position: Q2 2023 in Review

West Financial Advisors sold out of Fortress Biotech (FBIO) in Q2 2023, closing a stake of 67 shares — an estimated $820 sold.

West Financial Advisors first reported a position in FBIO in Q1 2023 and held it in 1 quarter. The position peaked at $820 in Q1 2023. 48 funds tracked by Wall St. Rank hold FBIO as of Q2 2023.

  • West Financial Advisors reported no remaining Fortress Biotech position as of Q2 2023 after selling out during the quarter.
  • West Financial Advisors sold 67 Fortress Biotech shares in Q2 2023, an estimated $820.
  • West Financial Advisors first reported a position in Fortress Biotech in Q1 2023 and held it in 1 quarter.
  • West Financial Advisors's Fortress Biotech position peaked at $820 in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Fortress Biotech as of Q2 2023.

Based on West Financial Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.