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Berman Capital Advisors’s Pacific Biosciences PACB Stock Holding History

Berman Capital Advisors’s Portfolio PACB Stock Details PACB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$5K Hold
223
– – ﹤0.01% 1435
2021
Q2 		$7K Sell
223
-280
-56% -$8.14K ﹤0.01% 1248
2021
Q1 		$16K Buy
503
+280
+126% +$9.8K ﹤0.01% 868
2020
Q4 		$5K Buy
223
+15
+7% +$255 ﹤0.01% 1161
2020
Q3 		$2K Hold
208
– – ﹤0.01% 1324
2020
Q2 		$0 Buy
+208
New +$708 ﹤0.01% 1762

Other funds holding PACB

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
SM
SB Management Abu Dhabi, United Arab Emirates $516M AUM 40.71% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Berman Capital Advisors held its Pacific Biosciences (PACB) position steady in Q3 2021 at 223 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Berman Capital Advisors first reported a position in PACB in Q2 2020 and has held it in 6 quarters since. The position peaked at $16K in Q1 2021. 246 funds tracked by Wall St. Rank hold PACB as of Q3 2021.

  • Berman Capital Advisors held 223 shares of Pacific Biosciences worth $5K as of Q3 2021.
  • Berman Capital Advisors left its Pacific Biosciences share count unchanged in Q3 2021.
  • Pacific Biosciences made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1435 holding.
  • Berman Capital Advisors first reported a position in Pacific Biosciences in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Pacific Biosciences position peaked at $16K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Pacific Biosciences as of Q3 2021.

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