AWM
TARO

Alterna Wealth Management’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Alterna Wealth Management’s Portfolio TARO Stock Details TARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-20,530
Closed -$2.22M – 107
2019
Q1 		$2.22M Sell
20,530
-7,930
-28% -$790K 1.88% 17
2018
Q4 		$2.41M Buy
+28,460
New +$2.74M 0.39% 42

Other funds holding TARO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alterna Wealth Management's TARO Position: Q2 2019 in Review

Alterna Wealth Management sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q2 2019, closing a stake of 20,530 shares — an estimated $2.22M sold.

Alterna Wealth Management first reported a position in TARO in Q4 2018 and held it in 2 quarters. The position peaked at $2.41M in Q4 2018. 105 funds tracked by Wall St. Rank hold TARO as of Q2 2019.

  • Alterna Wealth Management reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q2 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 20,530 Taro Pharmaceutical Industries Ltd. shares in Q2 2019, an estimated $2.22M.
  • Alterna Wealth Management first reported a position in Taro Pharmaceutical Industries Ltd. in Q4 2018 and held it in 2 quarters.
  • Alterna Wealth Management's Taro Pharmaceutical Industries Ltd. position peaked at $2.41M in Q4 2018.
  • 105 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q2 2019.

Based on Alterna Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.