Able Wealth Management’s Biohaven BHVN Stock Holding History

Able Wealth Management’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-54	Closed	-$2.31K	–	141
2023 Q4	$2.31K	Buy	+54	New	+$1.68K	﹤0.01%	435

Other funds holding BHVN

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RP Management New York $139M AUM 37.98% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Able Wealth Management's BHVN Position: Q1 2024 in Review

Able Wealth Management sold out of Biohaven (BHVN) in Q1 2024, closing a stake of 54 shares — an estimated $2.31K sold.

Able Wealth Management first reported a position in BHVN in Q4 2023 and held it in 1 quarter. The position peaked at $2.31K in Q4 2023. 243 funds tracked by Wall St. Rank hold BHVN as of Q1 2024.

Able Wealth Management reported no remaining Biohaven position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 54 Biohaven shares in Q1 2024, an estimated $2.31K.
Able Wealth Management first reported a position in Biohaven in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Biohaven position peaked at $2.31K in Q4 2023.
243 funds tracked by Wall St. Rank held Biohaven as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.