BCA
ADPT icon

Berman Capital Advisors’s Adaptive Biotechnologies ADPT Stock Holding History

Berman Capital Advisors’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1K Buy
+31
New +$1.12K ﹤0.01% 1784
2021
Q2 		– Sell
-4
Closed – – 1876
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1752
2020
Q4 		$0 Buy
+4
New +$206 ﹤0.01% 1651

Other funds holding ADPT

Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Berman Capital Advisors's ADPT Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Adaptive Biotechnologies (ADPT) in Q3 2021: 31 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in ADPT as recently as Q1 2021.

Berman Capital Advisors first reported a position in ADPT in Q4 2020 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold ADPT as of Q3 2021.

  • Berman Capital Advisors held 31 shares of Adaptive Biotechnologies worth $1K as of Q3 2021.
  • Adaptive Biotechnologies was a new Berman Capital Advisors position in Q3 2021.
  • Adaptive Biotechnologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1784 holding.
  • Berman Capital Advisors first reported a position in Adaptive Biotechnologies in Q4 2020 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.