Hennion & Walsh Asset Management’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-78,233
Closed -$3.08M 852
2023
Q2
$3.08M Sell
78,233
-713
-0.9% -$25.2K 0.18% 143
2023
Q1
$1.92M Buy
78,946
+3,406
+5% +$74.6K 0.12% 212
2022
Q4
$1.62M Buy
75,540
+30,718
+69% +$656K 0.1% 240
2022
Q3
$804K Buy
44,822
+11,160
+33% +$146K 0.05% 381
2022
Q2
$324K Buy
+33,662
New +$423K 0.02% 608

Hennion & Walsh Asset Management's ISEE Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q3 2023, closing a stake of 78,233 shares — an estimated $3.08M sold.

Hennion & Walsh Asset Management first reported a position in ISEE in Q2 2022 and held it in 5 quarters. The position peaked at $3.08M in Q2 2023. 0 funds tracked by Wall St. Rank hold ISEE as of Q3 2023.

  • Hennion & Walsh Asset Management reported no remaining IVERIC bio, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 78,233 IVERIC bio, Inc. Common Stock shares in Q3 2023, an estimated $3.08M.
  • Hennion & Walsh Asset Management first reported a position in IVERIC bio, Inc. Common Stock in Q2 2022 and held it in 5 quarters.
  • Hennion & Walsh Asset Management's IVERIC bio, Inc. Common Stock position peaked at $3.08M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.