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Carolinas Wealth Consulting’s Harmony Biosciences HRMY Stock Holding History

Carolinas Wealth Consulting’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed -$434 – 1099
2023
Q4 		$434 Hold
13
– – ﹤0.01% 945
2023
Q3 		$310 Buy
13
+1
+8% +$35 ﹤0.01% 983
2023
Q2 		$428 Sell
12
-3
-20% -$104 ﹤0.01% 1022
2023
Q1 		$490 Hold
15
– – ﹤0.01% 991
2022
Q4 		$827 Buy
+15
New +$825 ﹤0.01% 928

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's HRMY Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Harmony Biosciences (HRMY) in Q1 2024, closing a stake of 13 shares — an estimated $434 sold.

Carolinas Wealth Consulting first reported a position in HRMY in Q4 2022 and held it in 5 quarters. The position peaked at $827 in Q4 2022. 208 funds tracked by Wall St. Rank hold HRMY as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Harmony Biosciences position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 13 Harmony Biosciences shares in Q1 2024, an estimated $434.
  • Carolinas Wealth Consulting first reported a position in Harmony Biosciences in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Harmony Biosciences position peaked at $827 in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.