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Financial Synergies Wealth Advisors’s Harmony Biosciences HRMY Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$168 – 235
2024
Q1 		$168 Hold
5
– – ﹤0.01% 492
2023
Q4 		$276 Hold
5
– – ﹤0.01% 429
2023
Q3 		$164 Hold
5
– – ﹤0.01% 488
2023
Q2 		$176 Hold
5
– – ﹤0.01% 485
2023
Q1 		$164 Hold
5
– – ﹤0.01% 484
2022
Q4 		$276 Hold
5
– – ﹤0.01% 429
2022
Q3 		$222 Hold
5
– – ﹤0.01% 442
2022
Q2 		$244 Buy
+5
New +$225 ﹤0.01% 458

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's HRMY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Harmony Biosciences (HRMY) in Q2 2024, closing a stake of 5 shares — an estimated $168 sold.

Financial Synergies Wealth Advisors first reported a position in HRMY in Q2 2022 and held it in 8 quarters. The position peaked at $276 in Q4 2023. 219 funds tracked by Wall St. Rank hold HRMY as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Harmony Biosciences position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 5 Harmony Biosciences shares in Q2 2024, an estimated $168.
  • Financial Synergies Wealth Advisors first reported a position in Harmony Biosciences in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Harmony Biosciences position peaked at $276 in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Harmony Biosciences as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.