CPG
HLVX

Cornerstone Planning Group’s HilleVax HLVX Stock Holding History

Cornerstone Planning Group’s Portfolio HLVX Stock Details HLVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$776 – 1610
2024
Q4 		$776 Buy
400
+148
+59% +$278 ﹤0.01% 1017
2024
Q3 		$481 Buy
+252
New +$646 ﹤0.01% 1095

Other funds holding HLVX

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Cornerstone Planning Group's HLVX Position: Q1 2025 in Review

Cornerstone Planning Group sold out of HilleVax (HLVX) in Q1 2025, closing a stake of 400 shares — an estimated $776 sold.

Cornerstone Planning Group first reported a position in HLVX in Q3 2024 and held it in 2 quarters. The position peaked at $776 in Q4 2024. 81 funds tracked by Wall St. Rank hold HLVX as of Q1 2025.

  • Cornerstone Planning Group reported no remaining HilleVax position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 400 HilleVax shares in Q1 2025, an estimated $776.
  • Cornerstone Planning Group first reported a position in HilleVax in Q3 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's HilleVax position peaked at $776 in Q4 2024.
  • 81 funds tracked by Wall St. Rank held HilleVax as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.