CPA
TERN

Capital Performance Advisors’s Terns Pharmaceuticals TERN Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-23
Closed -$192 – 2422
2024
Q3 		$192 Buy
+23
New +$189 ﹤0.01% 2566

Other funds holding TERN

SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's TERN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Terns Pharmaceuticals (TERN) in Q4 2024, closing a stake of 23 shares — an estimated $192 sold.

Capital Performance Advisors first reported a position in TERN in Q3 2024 and held it in 1 quarter. The position peaked at $192 in Q3 2024. 157 funds tracked by Wall St. Rank hold TERN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Terns Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 23 Terns Pharmaceuticals shares in Q4 2024, an estimated $192.
  • Capital Performance Advisors first reported a position in Terns Pharmaceuticals in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Terns Pharmaceuticals position peaked at $192 in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.