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Accurate Wealth Management’s Heron Therapeutics HRTX Stock Holding History

Accurate Wealth Management’s Portfolio HRTX Stock Details HRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-221
Closed -$588 – 767
2022
Q4 		$588 Buy
+221
New +$712 ﹤0.01% 1463

Other funds holding HRTX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Accurate Wealth Management's HRTX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Heron Therapeutics (HRTX) in Q1 2023, closing a stake of 221 shares — an estimated $588 sold.

Accurate Wealth Management first reported a position in HRTX in Q4 2022 and held it in 1 quarter. The position peaked at $588 in Q4 2022. 162 funds tracked by Wall St. Rank hold HRTX as of Q1 2023.

  • Accurate Wealth Management reported no remaining Heron Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 221 Heron Therapeutics shares in Q1 2023, an estimated $588.
  • Accurate Wealth Management first reported a position in Heron Therapeutics in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Heron Therapeutics position peaked at $588 in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Heron Therapeutics as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.