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CWP
Concord Wealth Partners’s
Royalty Pharma
RPRX
Stock Holding History
Concord Wealth Partners’s Portfolio
RPRX Stock Details
RPRX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-40
Closed
-$1.09K
–
986
2023
Q3
$1.09K
Hold
40
–
–
﹤0.01%
936
2023
Q2
$1.23K
Hold
40
–
–
﹤0.01%
923
2023
Q1
$1.44K
Hold
40
–
–
﹤0.01%
856
2022
Q4
$1.58K
Buy
+40
New
+$1.67K
﹤0.01%
991
2022
Q3
–
Sell
-40
Closed
-$2K
–
928
2022
Q2
$2K
Hold
40
–
–
﹤0.01%
1056
2022
Q1
$2K
Hold
40
–
–
﹤0.01%
1130
2021
Q4
$2K
Hold
40
–
–
﹤0.01%
1159
2021
Q3
$1K
Hold
40
–
–
﹤0.01%
860
2021
Q2
$2K
Hold
40
–
–
﹤0.01%
914
2021
Q1
$2K
Buy
+40
New
+$1.9K
﹤0.01%
851
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1-Year Est. Return
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1-Year Est. Return
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$97.9B AUM
20.73%
1-Year Est. Return
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$64.8B AUM
42.7%
1-Year Est. Return
Viking Global Investors
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$35.7B AUM
21.3%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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