BWA
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BDO Wealth Advisors’s Heron Therapeutics HRTX Stock Holding History

BDO Wealth Advisors’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
2021
Q3 		– Sell
-50
Closed -$1K – 1076
2021
Q2 		$1K Hold
50
– – ﹤0.01% 1051
2021
Q1 		$1K Buy
+50
New +$891 ﹤0.01% 1073

Other funds holding HRTX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

BDO Wealth Advisors's HRTX Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Heron Therapeutics (HRTX) in Q3 2021, closing a stake of 50 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in HRTX in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 197 funds tracked by Wall St. Rank hold HRTX as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Heron Therapeutics position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Heron Therapeutics shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Heron Therapeutics in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's Heron Therapeutics position peaked at $1K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Heron Therapeutics as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.