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Evolution Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-154
Closed -$6K – 530
2021
Q3 		$6K Sell
154
-232
-60% -$9.02K ﹤0.01% 487
2021
Q2 		$16K Sell
386
-29
-7% -$1.23K ﹤0.01% 339
2021
Q1 		$18K Sell
415
-32
-7% -$1.52K ﹤0.01% 312
2020
Q4 		$22K Buy
447
+64
+17% +$2.71K 0.01% 256
2020
Q3 		$16K Buy
383
+193
+102% +$8.28K ﹤0.01% 296
2020
Q2 		$9K Buy
+190
New +$9.4K ﹤0.01% 306

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGA
Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evolution Wealth Advisors's RPRX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Royalty Pharma (RPRX) in Q4 2021, closing a stake of 154 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in RPRX in Q2 2020 and held it in 6 quarters. The position peaked at $22K in Q4 2020. 266 funds tracked by Wall St. Rank hold RPRX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Royalty Pharma position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 154 Royalty Pharma shares in Q4 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Royalty Pharma in Q2 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Royalty Pharma position peaked at $22K in Q4 2020.
  • 266 funds tracked by Wall St. Rank held Royalty Pharma as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.