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Bourgeon Capital Management’s PDS Biotechnology PDSB Stock Holding History

Bourgeon Capital Management’s Portfolio PDSB Stock Details PDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,300
Closed -$5K – 302
2020
Q4 		$5K Buy
2,300
+800
+53% +$1.75K ﹤0.01% 237
2020
Q3 		$3K Buy
+1,500
New +$4.21K ﹤0.01% 247

Other funds holding PDSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
MWM
Minot Wealth Management Westwood, Massachusetts $389M AUM 3.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bourgeon Capital Management's PDSB Position: Q1 2021 in Review

Bourgeon Capital Management sold out of PDS Biotechnology (PDSB) in Q1 2021, closing a stake of 2,300 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in PDSB in Q3 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 32 funds tracked by Wall St. Rank hold PDSB as of Q1 2021.

  • Bourgeon Capital Management reported no remaining PDS Biotechnology position as of Q1 2021 after selling out during the quarter.
  • Bourgeon Capital Management sold 2,300 PDS Biotechnology shares in Q1 2021, an estimated $5K.
  • Bourgeon Capital Management first reported a position in PDS Biotechnology in Q3 2020 and held it in 2 quarters.
  • Bourgeon Capital Management's PDS Biotechnology position peaked at $5K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held PDS Biotechnology as of Q1 2021.

Based on Bourgeon Capital Management's 13F filing for Q1 2021, filed 13 May 2021.