BCA
CCXI

Berman Capital Advisors’s ChemoCentryx, Inc. CCXI Stock Holding History

Berman Capital Advisors’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$6K Buy
393
+356
+962% +$5.55K ﹤0.01% 1403
2021
Q2 		$0 Buy
+37
New +$912 ﹤0.01% 2097

Other funds holding CCXI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Berman Capital Advisors increased its ChemoCentryx, Inc. (CCXI) stake by 962% in Q3 2021, buying an estimated $5.55K and bringing the position to 393 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Berman Capital Advisors first reported a position in CCXI in Q2 2021 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold CCXI as of Q3 2021.

  • Berman Capital Advisors held 393 shares of ChemoCentryx, Inc. worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 356 ChemoCentryx, Inc. shares in Q3 2021, an estimated $5.55K.
  • ChemoCentryx, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1403 holding.
  • Berman Capital Advisors first reported a position in ChemoCentryx, Inc. in Q2 2021 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q3 2021.

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