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Cornerstone Planning Group’s Roivant Sciences ROIV Stock Holding History

Cornerstone Planning Group’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$301 – 1667
2024
Q4 		$301 Buy
+27
New +$319 ﹤0.01% 1285

Other funds holding ROIV

QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Roivant Sciences (ROIV) in Q1 2025, closing a stake of 27 shares — an estimated $301 sold.

Cornerstone Planning Group first reported a position in ROIV in Q4 2024 and held it in 1 quarter. The position peaked at $301 in Q4 2024. 312 funds tracked by Wall St. Rank hold ROIV as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Roivant Sciences position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 27 Roivant Sciences shares in Q1 2025, an estimated $301.
  • Cornerstone Planning Group first reported a position in Roivant Sciences in Q4 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Roivant Sciences position peaked at $301 in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2025.

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