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CarsonAllaria Wealth Management’s Harmony Biosciences HRMY Stock Holding History

CarsonAllaria Wealth Management’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
-75
Closed -$2.42K – 403
2023
Q4 		$2.42K Hold
75
– – ﹤0.01% 294
2023
Q3 		$2.46K Buy
+75
New +$2.6K ﹤0.01% 295

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

CarsonAllaria Wealth Management's HRMY Position: Q1 2024 in Review

CarsonAllaria Wealth Management sold out of Harmony Biosciences (HRMY) in Q1 2024, closing a stake of 75 shares — an estimated $2.42K sold.

CarsonAllaria Wealth Management first reported a position in HRMY in Q3 2023 and held it in 2 quarters. The position peaked at $2.46K in Q3 2023. 208 funds tracked by Wall St. Rank hold HRMY as of Q1 2024.

  • CarsonAllaria Wealth Management reported no remaining Harmony Biosciences position as of Q1 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 75 Harmony Biosciences shares in Q1 2024, an estimated $2.42K.
  • CarsonAllaria Wealth Management first reported a position in Harmony Biosciences in Q3 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Harmony Biosciences position peaked at $2.46K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.