Y-Intercept (HK)’s ImmunityBio IBRX Stock Holding History

Y-Intercept (HK)’s Portfolio IBRX Stock Details IBRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65M	Buy	+188,966	New	+$1.43M	0.03%	812
2023 Q2	–	Sell	-39,242	Closed	-$71.4K	–	1471
2023 Q1	$71.4K	Buy	+39,242	New	+$122K	0.01%	1084
2022 Q3	–	Sell	-19,223	Closed	-$72K	–	1108
2022 Q2	$72K	Buy	+19,223	New	+$77.2K	0.01%	734

Other funds holding IBRX

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return