AWM
ISEE

Aevitas Wealth Management’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

Aevitas Wealth Management’s Portfolio ISEE Stock Details ISEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$381K Buy
17,773
+100
+0.6% +$2.13K 0.23% 83
2022
Q3 		$317K Sell
17,673
-1,800
-9% -$23.6K 0.24% 86
2022
Q2 		$187K Sell
19,473
-2,000
-9% -$25.1K 0.13% 108
2022
Q1 		$361K Buy
+21,473
New +$317K 0.22% 90

Other funds holding ISEE

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
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aevitas Wealth Management's ISEE Position: Q4 2022 in Review

Aevitas Wealth Management increased its IVERIC bio, Inc. Common Stock (ISEE) stake by 0.57% in Q4 2022, buying an estimated $2.13K and bringing the position to 17,773 shares worth $381K. The position accounts for 0.23% of the portfolio, ranked #83.

Aevitas Wealth Management first reported a position in ISEE in Q1 2022 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold ISEE as of Q4 2022.

  • Aevitas Wealth Management held 17,773 shares of IVERIC bio, Inc. Common Stock worth $381K as of Q4 2022.
  • Aevitas Wealth Management bought 100 IVERIC bio, Inc. Common Stock shares in Q4 2022, an estimated $2.13K.
  • IVERIC bio, Inc. Common Stock made up 0.23% of Aevitas Wealth Management's portfolio in Q4 2022, its #83 holding.
  • Aevitas Wealth Management first reported a position in IVERIC bio, Inc. Common Stock in Q1 2022 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.