Abound Wealth Management’s Biohaven BHVN Stock Holding History

Abound 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
2023 Q1	–	Sell	-100	Closed	-$1.39K	–	723
2022 Q4	$1.39K	Buy	+100	New	+$1.41K	﹤0.01%	583

Other funds holding BHVN

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

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

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

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

SCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Abound Wealth Management's BHVN Position: Q1 2023 in Review

Abound Wealth Management sold out of Biohaven (BHVN) in Q1 2023, closing a stake of 100 shares — an estimated $1.39K sold.

Abound Wealth Management first reported a position in BHVN in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 176 funds tracked by Wall St. Rank hold BHVN as of Q1 2023.

Abound Wealth Management reported no remaining Biohaven position as of Q1 2023 after selling out during the quarter.
Abound Wealth Management sold 100 Biohaven shares in Q1 2023, an estimated $1.39K.
Abound Wealth Management first reported a position in Biohaven in Q4 2022 and held it in 1 quarter.
Abound Wealth Management's Biohaven position peaked at $1.39K in Q4 2022.
176 funds tracked by Wall St. Rank held Biohaven as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.