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Zynergy Retirement Planning’s ImmunityBio IBRX Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-1,950
Closed -$4.99K – 59
2025
Q1 		$4.99K Hold
1,950
– – ﹤0.01% 96
2024
Q4 		$7.25K Hold
1,950
– – 0.01% 84
2024
Q3 		$7.25K Hold
1,950
– – 0.01% 84
2024
Q2 		$12.3K Buy
+1,950
New +$12.9K 0.01% 81

Other funds holding IBRX

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Zynergy Retirement Planning's IBRX Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of ImmunityBio (IBRX) in Q2 2025, closing a stake of 1,950 shares — an estimated $4.99K sold.

Zynergy Retirement Planning first reported a position in IBRX in Q2 2024 and held it in 4 quarters. The position peaked at $12.3K in Q2 2024. 241 funds tracked by Wall St. Rank hold IBRX as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining ImmunityBio position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 1,950 ImmunityBio shares in Q2 2025, an estimated $4.99K.
  • Zynergy Retirement Planning first reported a position in ImmunityBio in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's ImmunityBio position peaked at $12.3K in Q2 2024.
  • 241 funds tracked by Wall St. Rank held ImmunityBio as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.