WMS Partners’s Acumen Pharmaceuticals ABOS Stock Holding History

WMS Partners’s Portfolio ABOS Stock Details ABOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-98,301	Closed	-$473K	–	259
2023 Q2	$473K	Hold	98,301	–	–	0.04%	168
2023 Q1	$399K	Hold	98,301	–	–	0.03%	181
2022 Q4	$531K	Sell	98,301 -81,767	-45%	-$549K	0.05%	146
2022 Q3	$1.81M	Sell	180,068 -1,000	-0.6%	-$5.74K	0.25%	52
2022 Q2	$851K	Hold	181,068	–	–	0.13%	93
2022 Q1	$708K	Buy	+181,068	New	+$985K	0.1%	103

Other funds holding ABOS

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KIA

Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return

WMS Partners's ABOS Position: Q3 2023 in Review

WMS Partners sold out of Acumen Pharmaceuticals (ABOS) in Q3 2023, closing a stake of 98,301 shares — an estimated $473K sold.

WMS Partners first reported a position in ABOS in Q1 2022 and held it in 6 quarters. The position peaked at $1.81M in Q3 2022. 66 funds tracked by Wall St. Rank hold ABOS as of Q3 2023.

WMS Partners reported no remaining Acumen Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
WMS Partners sold 98,301 Acumen Pharmaceuticals shares in Q3 2023, an estimated $473K.
WMS Partners first reported a position in Acumen Pharmaceuticals in Q1 2022 and held it in 6 quarters.
WMS Partners's Acumen Pharmaceuticals position peaked at $1.81M in Q3 2022.
66 funds tracked by Wall St. Rank held Acumen Pharmaceuticals as of Q3 2023.

Based on WMS Partners's 13F filing for Q3 2023, filed 9 Nov 2023.