Advisory Resource Group’s Royalty Pharma RPRX Stock Holding History

Advisory Resource Group’s Portfolio RPRX Stock Details RPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-27,121	Closed	-$824K	–	162
2024 Q1	$824K	Buy	+27,121	New	+$800K	0.19%	95
2022 Q3	–	Sell	-61,601	Closed	-$2.59M	–	145
2022 Q2	$2.59M	Buy	61,601 +50,833	+472%	+$2.08M	0.85%	22
2022 Q1	$420K	Buy	10,768 +1,072	+11%	+$42.1K	0.13%	86
2021 Q4	$388K	Buy	+9,696	New	+$377K	0.13%	86

Other funds holding RPRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Resource Group's RPRX Position: Q2 2024 in Review

Advisory Resource Group sold out of Royalty Pharma (RPRX) in Q2 2024, closing a stake of 27,121 shares — an estimated $824K sold.

Advisory Resource Group first reported a position in RPRX in Q4 2021 and held it in 4 quarters. The position peaked at $2.59M in Q2 2022. 378 funds tracked by Wall St. Rank hold RPRX as of Q2 2024.

Advisory Resource Group reported no remaining Royalty Pharma position as of Q2 2024 after selling out during the quarter.
Advisory Resource Group sold 27,121 Royalty Pharma shares in Q2 2024, an estimated $824K.
Advisory Resource Group first reported a position in Royalty Pharma in Q4 2021 and held it in 4 quarters.
Advisory Resource Group's Royalty Pharma position peaked at $2.59M in Q2 2022.
378 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2024.

Based on Advisory Resource Group's 13F filing for Q2 2024, filed 24 Jul 2024.