WR Wealth Planners’s ADMA Biologics ADMA Stock Holding History

WR Wealth Planners’s Portfolio ADMA Stock Details ADMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-500	Closed	-$5.59K	–	1141
2024 Q2	$5.59K	Hold	500	–	–	﹤0.01%	704
2024 Q1	$3.3K	Buy	+500	New	+$2.73K	﹤0.01%	793
2023 Q4	–	Sell	-500	Closed	-$1.79K	–	197
2023 Q3	$1.79K	Hold	500	–	–	﹤0.01%	787
2023 Q2	$1.84K	Hold	500	–	–	﹤0.01%	781
2023 Q1	$1.66K	Buy	+500	New	+$1.73K	﹤0.01%	795

Other funds holding ADMA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

WR Wealth Planners's ADMA Position: Q3 2024 in Review

WR Wealth Planners sold out of ADMA Biologics (ADMA) in Q3 2024, closing a stake of 500 shares — an estimated $5.59K sold.

WR Wealth Planners first reported a position in ADMA in Q1 2023 and held it in 5 quarters. The position peaked at $5.59K in Q2 2024. 306 funds tracked by Wall St. Rank hold ADMA as of Q3 2024.

WR Wealth Planners reported no remaining ADMA Biologics position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 500 ADMA Biologics shares in Q3 2024, an estimated $5.59K.
WR Wealth Planners first reported a position in ADMA Biologics in Q1 2023 and held it in 5 quarters.
WR Wealth Planners's ADMA Biologics position peaked at $5.59K in Q2 2024.
306 funds tracked by Wall St. Rank held ADMA Biologics as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.