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Concord Wealth Partners’s Biohaven BHVN Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-10
Closed -$374 – 833
2024
Q4 		$374 Hold
10
– – ﹤0.01% 876
2024
Q3 		$500 Hold
10
– – ﹤0.01% 899
2024
Q2 		$347 Hold
10
– – ﹤0.01% 779
2024
Q1 		$547 Hold
10
– – ﹤0.01% 813
2023
Q4 		$428 Hold
10
– – ﹤0.01% 784
2023
Q3 		$260 Hold
10
– – ﹤0.01% 1006
2023
Q2 		$239 Hold
10
– – ﹤0.01% 1016
2023
Q1 		$137 Hold
10
– – ﹤0.01% 967
2022
Q4 		$139 Buy
+10
New +$141 ﹤0.01% 1215

Other funds holding BHVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Concord Wealth Partners's BHVN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Biohaven (BHVN) in Q1 2025, closing a stake of 10 shares — an estimated $374 sold.

Concord Wealth Partners first reported a position in BHVN in Q4 2022 and held it in 9 quarters. The position peaked at $547 in Q1 2024. 266 funds tracked by Wall St. Rank hold BHVN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Biohaven position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 10 Biohaven shares in Q1 2025, an estimated $374.
  • Concord Wealth Partners first reported a position in Biohaven in Q4 2022 and held it in 9 quarters.
  • Concord Wealth Partners's Biohaven position peaked at $547 in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Biohaven as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.