Toth Financial Advisory’s IVERIC bio, Inc. Common Stock ISEE Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-5,000	Closed	-$122K	–	914
2023 Q1	$122K	Hold	5,000	–	–	0.02%	209
2022 Q4	$107K	Sell	5,000 -5,000	-50%	-$107K	0.02%	224
2022 Q3	$179K	Hold	10,000	–	–	0.03%	172
2022 Q2	$96K	Hold	10,000	–	–	0.02%	219
2022 Q1	$168K	Hold	10,000	–	–	0.03%	194
2021 Q4	$167K	Hold	10,000	–	–	0.02%	207
2021 Q3	$162K	Hold	10,000	–	–	0.02%	205
2021 Q2	$63K	Hold	10,000	–	–	0.01%	268
2021 Q1	$62K	Buy	10,000 +9,000	+900%	+$54.6K	0.01%	274
2020 Q4	$7K	Buy	+1,000	New	+$6.4K	﹤0.01%	441

Other funds holding ISEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Toth Financial Advisory's ISEE Position: Q2 2023 in Review

Toth Financial Advisory sold out of IVERIC bio, Inc. Common Stock (ISEE) in Q2 2023, closing a stake of 5,000 shares — an estimated $122K sold.

Toth Financial Advisory first reported a position in ISEE in Q4 2020 and held it in 10 quarters. The position peaked at $179K in Q3 2022. 256 funds tracked by Wall St. Rank hold ISEE as of Q2 2023.

Toth Financial Advisory reported no remaining IVERIC bio, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 5,000 IVERIC bio, Inc. Common Stock shares in Q2 2023, an estimated $122K.
Toth Financial Advisory first reported a position in IVERIC bio, Inc. Common Stock in Q4 2020 and held it in 10 quarters.
Toth Financial Advisory's IVERIC bio, Inc. Common Stock position peaked at $179K in Q3 2022.
256 funds tracked by Wall St. Rank held IVERIC bio, Inc. Common Stock as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.