Compass Financial Advisors’s Biohaven BHVN Stock Holding History

Compass Financial Advisors’s Portfolio BHVN Stock Details BHVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,532	Closed	-$239K	–	5
2023 Q1	$239K	Buy	+17,532	New	+$279K	0.3%	105

Other funds holding BHVN

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

RP Management New York $139M AUM 37.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Compass Financial Advisors's BHVN Position: Q2 2023 in Review

Compass Financial Advisors sold out of Biohaven (BHVN) in Q2 2023, closing a stake of 17,532 shares — an estimated $239K sold.

Compass Financial Advisors first reported a position in BHVN in Q1 2023 and held it in 1 quarter. The position peaked at $239K in Q1 2023. 188 funds tracked by Wall St. Rank hold BHVN as of Q2 2023.

Compass Financial Advisors reported no remaining Biohaven position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 17,532 Biohaven shares in Q2 2023, an estimated $239K.
Compass Financial Advisors first reported a position in Biohaven in Q1 2023 and held it in 1 quarter.
Compass Financial Advisors's Biohaven position peaked at $239K in Q1 2023.
188 funds tracked by Wall St. Rank held Biohaven as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.