Avantax Advisory Services’s Biohaven BHVN Stock Holding History

Avantax Advisory Services’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 Q3	–	Sell	-10,747	Closed	-$257K	–	1554
2023 Q2	$257K	Buy	+10,747	New	+$185K	﹤0.01%	1265

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

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

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

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

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

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

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

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

Avantax Advisory Services's BHVN Position: Q3 2023 in Review

Avantax Advisory Services sold out of Biohaven (BHVN) in Q3 2023, closing a stake of 10,747 shares — an estimated $257K sold.

Avantax Advisory Services first reported a position in BHVN in Q2 2023 and held it in 1 quarter. The position peaked at $257K in Q2 2023. 187 funds tracked by Wall St. Rank hold BHVN as of Q3 2023.

Avantax Advisory Services reported no remaining Biohaven position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 10,747 Biohaven shares in Q3 2023, an estimated $257K.
Avantax Advisory Services first reported a position in Biohaven in Q2 2023 and held it in 1 quarter.
Avantax Advisory Services's Biohaven position peaked at $257K in Q2 2023.
187 funds tracked by Wall St. Rank held Biohaven as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.