HNWAG
ISEE

High Net Worth Advisory Group’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

High Net Worth Advisory Group’s Portfolio ISEE Stock Details ISEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$21.4K – 620
2022
Q4 		$21.4K Buy
+1,000
New +$21.3K 0.01% 432

Other funds holding ISEE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

High Net Worth Advisory Group's ISEE Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q1 2023, closing a stake of 1,000 shares — an estimated $21.4K sold.

High Net Worth Advisory Group first reported a position in ISEE in Q4 2022 and held it in 1 quarter. The position peaked at $21.4K in Q4 2022. 223 funds tracked by Wall St. Rank hold ISEE as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining IVERIC bio, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 IVERIC bio, Inc. Common Stock shares in Q1 2023, an estimated $21.4K.
  • High Net Worth Advisory Group first reported a position in IVERIC bio, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • High Net Worth Advisory Group's IVERIC bio, Inc. Common Stock position peaked at $21.4K in Q4 2022.
  • 223 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.