AWM
TERN

Avior Wealth Management’s Terns Pharmaceuticals TERN Stock Holding History

Avior Wealth Management’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9
Closed -$59 – 3583
2024
Q1 		$59 Buy
+9
New +$59 ﹤0.01% 3416

Other funds holding TERN

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Avior Wealth Management's TERN Position: Q2 2024 in Review

Avior Wealth Management sold out of Terns Pharmaceuticals (TERN) in Q2 2024, closing a stake of 9 shares — an estimated $59 sold.

Avior Wealth Management first reported a position in TERN in Q1 2024 and held it in 1 quarter. The position peaked at $59 in Q1 2024. 126 funds tracked by Wall St. Rank hold TERN as of Q2 2024.

  • Avior Wealth Management reported no remaining Terns Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Terns Pharmaceuticals shares in Q2 2024, an estimated $59.
  • Avior Wealth Management first reported a position in Terns Pharmaceuticals in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Terns Pharmaceuticals position peaked at $59 in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.