Bell Investment Advisors’s Royalty Pharma RPRX Stock Holding History

Bell Investment Advisors’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
2023 Q4	–	Sell	-13	Closed	-$353	–	1979
2023 Q3	$353	Sell	13 -24	-65%	-$713	﹤0.01%	1879
2023 Q2	$1.14K	Sell	37 -11	-23%	-$373	﹤0.01%	1552
2023 Q1	$1.73K	Sell	48 -49	-51%	-$1.82K	﹤0.01%	1337
2022 Q4	$3.83K	Hold	97	–	–	﹤0.01%	947
2022 Q3	$4K	Hold	97	–	–	﹤0.01%	831
2022 Q2	$4K	Buy	+97	New	+$3.98K	﹤0.01%	844
2021 Q4	$13K	Buy	333 +123	+59%	+$4.78K	﹤0.01%	423
2021 Q3	$8K	Buy	+210	New	+$8.16K	﹤0.01%	533

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell Investment Advisors's RPRX Position: Q4 2023 in Review

Bell Investment Advisors sold out of Royalty Pharma (RPRX) in Q4 2023, closing a stake of 13 shares — an estimated $353 sold.

Bell Investment Advisors first reported a position in RPRX in Q3 2021 and held it in 8 quarters. The position peaked at $13K in Q4 2021. 363 funds tracked by Wall St. Rank hold RPRX as of Q4 2023.

Bell Investment Advisors reported no remaining Royalty Pharma position as of Q4 2023 after selling out during the quarter.
Bell Investment Advisors sold 13 Royalty Pharma shares in Q4 2023, an estimated $353.
Bell Investment Advisors first reported a position in Royalty Pharma in Q3 2021 and held it in 8 quarters.
Bell Investment Advisors's Royalty Pharma position peaked at $13K in Q4 2021.
363 funds tracked by Wall St. Rank held Royalty Pharma as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.