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WR Wealth Planners’s PDS Biotechnology PDSB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$3.26K Hold
2,000
– – ﹤0.01% 773
2024
Q3 		$7.64K Hold
2,000
– – ﹤0.01% 672
2024
Q2 		$5.86K Hold
2,000
– – ﹤0.01% 694
2024
Q1 		$7.92K Buy
+2,000
New +$10.3K ﹤0.01% 640
2023
Q4 		– Sell
-2,000
Closed -$10.1K – 654
2023
Q3 		$10.1K Hold
2,000
– – ﹤0.01% 560
2023
Q2 		$10.1K Hold
2,000
– – ﹤0.01% 575
2023
Q1 		$12.3K Buy
+2,000
New +$16.4K 0.01% 505

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's PDSB Position: Q4 2024 in Review

WR Wealth Planners held its PDS Biotechnology (PDSB) position steady in Q4 2024 at 2,000 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

WR Wealth Planners first reported a position in PDSB in Q1 2023 and has held it in 7 quarters since. The position peaked at $12.3K in Q1 2023. 52 funds tracked by Wall St. Rank hold PDSB as of Q4 2024.

  • WR Wealth Planners held 2,000 shares of PDS Biotechnology worth $3.26K as of Q4 2024.
  • WR Wealth Planners left its PDS Biotechnology share count unchanged in Q4 2024.
  • PDS Biotechnology made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #773 holding.
  • WR Wealth Planners first reported a position in PDS Biotechnology in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's PDS Biotechnology position peaked at $12.3K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held PDS Biotechnology as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.