BCA
IRWD icon

Berman Capital Advisors’s Ironwood Pharmaceuticals IRWD Stock Holding History

Berman Capital Advisors’s Portfolio IRWD Stock Details IRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$3K Buy
239
+21
+10% +$271 ﹤0.01% 1588
2021
Q2 		$2K Buy
218
+89
+69% +$1.02K ﹤0.01% 1607
2021
Q1 		$1K Hold
129
– – ﹤0.01% 1651
2020
Q4 		$1K Sell
129
-84
-39% -$919 ﹤0.01% 1543
2020
Q3 		$1K Buy
213
+129
+154% +$1.28K ﹤0.01% 1462
2020
Q2 		$0 Sell
84
-36
-30% -$368 ﹤0.01% 1703
2020
Q1 		$1K Hold
120
– – ﹤0.01% 1313
2019
Q4 		$1K Hold
120
– – ﹤0.01% 1339
2019
Q3 		$1K Hold
120
– – ﹤0.01% 1325
2019
Q2 		$1K Sell
120
-23
-16% -$258 ﹤0.01% 1336
2019
Q1 		$1K Hold
143
– – ﹤0.01% 1218
2018
Q4 		$1K Buy
+143
New +$1.64K ﹤0.01% 1009

Other funds holding IRWD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
SCM
Sarissa Capital Management Greenwich, Connecticut $158M AUM 103.7% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Berman Capital Advisors increased its Ironwood Pharmaceuticals (IRWD) stake by 9.6% in Q3 2021, buying an estimated $271 and bringing the position to 239 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Berman Capital Advisors first reported a position in IRWD in Q4 2018 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold IRWD as of Q3 2021.

  • Berman Capital Advisors held 239 shares of Ironwood Pharmaceuticals worth $3K as of Q3 2021.
  • Berman Capital Advisors bought 21 Ironwood Pharmaceuticals shares in Q3 2021, an estimated $271.
  • Ironwood Pharmaceuticals made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1588 holding.
  • Berman Capital Advisors first reported a position in Ironwood Pharmaceuticals in Q4 2018 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held Ironwood Pharmaceuticals as of Q3 2021.

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