Question 1

How many shares of PDSB does EP Wealth Advisors, LLC own?

Accepted Answer

EP Wealth Advisors, LLC previously held 0 shares of PDSB (PDS BIOTECHNOLOGY CORP) before exiting the position in 2024-Q3.

Question 2

What is EP Wealth Advisors, LLC's PDSB position worth?

Accepted Answer

EP Wealth Advisors, LLC's PDSB position was last reported at $0 in 2024-Q3 before the exit.

Question 3

Is EP Wealth Advisors, LLC buying or selling PDSB?

Accepted Answer

In 2024-Q3, EP Wealth Advisors, LLC exited their PDSB position entirely (-100.0% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy PDSB?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in PDSB in 2022-Q3. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$3.37	0
2024-Q2	Unchanged	10,207	0.0%	$29,907	0.0%	$2.93	0
2024-Q1	Unchanged	10,207	0.0%	$40,420	0.0%	$3.96	0
2023-Q4	Unchanged	10,207	0.0%	$50,729	0.0%	$4.97	0
2023-Q3	New	10,207	-	$51,545	0.0%	$5.05	28
2023-Q2	Exited	0	-100.0%	$0	0.0%	$5.25	0
2023-Q1	Increased	38,337	+275.6%	$2.9M	0.1%	$5.86	42
2022-Q4	Increased	10,207	+2.1%	$134,732	0.0%	$13.20	23
2022-Q3	New	10,000	-	$30,000	0.0%	$3.06	27

PDSB9 quarters

PDSB
9 quarters