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Cypress Wealth Services’s Biohaven BHVN Stock Holding History

Cypress Wealth Services’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
2024
Q4 		– Sell
-4,489
Closed -$224K – 283
2024
Q3 		$224K Buy
+4,489
New +$175K 0.05% 244
2024
Q2 		– Sell
-5,965
Closed -$326K – 260
2024
Q1 		$326K Buy
+5,965
New +$295K 0.08% 188

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
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cypress Wealth Services's BHVN Position: Q4 2024 in Review

Cypress Wealth Services sold out of Biohaven (BHVN) in Q4 2024, closing a stake of 4,489 shares — an estimated $224K sold.

Cypress Wealth Services first reported a position in BHVN in Q1 2024 and held it in 2 quarters. The position peaked at $326K in Q1 2024. 256 funds tracked by Wall St. Rank hold BHVN as of Q4 2024.

  • Cypress Wealth Services reported no remaining Biohaven position as of Q4 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 4,489 Biohaven shares in Q4 2024, an estimated $224K.
  • Cypress Wealth Services first reported a position in Biohaven in Q1 2024 and held it in 2 quarters.
  • Cypress Wealth Services's Biohaven position peaked at $326K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Biohaven as of Q4 2024.

Based on Cypress Wealth Services's 13F filing for Q4 2024, filed 15 Jan 2025.