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Evolution Wealth Advisors’s Heron Therapeutics HRTX Stock Holding History

Evolution Wealth Advisors’s Portfolio HRTX Stock Details HRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-381
Closed -$9K – 461
2019
Q4 		$9K Buy
381
+346
+989% +$7.66K ﹤0.01% 316
2019
Q3 		$1K Sell
35
-346
-91% -$6.37K ﹤0.01% 460
2019
Q2 		$7K Buy
+381
New +$7.61K ﹤0.01% 207

Other funds holding HRTX

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's HRTX Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Heron Therapeutics (HRTX) in Q1 2020, closing a stake of 381 shares — an estimated $9K sold.

Evolution Wealth Advisors first reported a position in HRTX in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 193 funds tracked by Wall St. Rank hold HRTX as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Heron Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 381 Heron Therapeutics shares in Q1 2020, an estimated $9K.
  • Evolution Wealth Advisors first reported a position in Heron Therapeutics in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Heron Therapeutics position peaked at $9K in Q4 2019.
  • 193 funds tracked by Wall St. Rank held Heron Therapeutics as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.