Financial Synergies Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-51	Closed	-$1.55K	–	376
2024 Q1	$1.55K	Buy	51 +15	+42%	+$442	﹤0.01%	355
2023 Q4	$1.42K	Sell	36 -15	-29%	-$412	﹤0.01%	286
2023 Q3	$1.39K	Buy	51 +25	+96%	+$743	﹤0.01%	340
2023 Q2	$800	Sell	26 -19	-42%	-$644	﹤0.01%	405
2023 Q1	$1.62K	Buy	45 +9	+25%	+$334	﹤0.01%	316
2022 Q4	$1.42K	Buy	36 +16	+80%	+$668	﹤0.01%	286
2022 Q3	$804	Hold	20	–	–	﹤0.01%	325
2022 Q2	$841	Buy	+20	New	+$820	﹤0.01%	326

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Financial Synergies Wealth Advisors sold out of Royalty Pharma (RPRX) in Q2 2024, closing a stake of 51 shares — an estimated $1.55K sold.

Financial Synergies Wealth Advisors first reported a position in RPRX in Q2 2022 and held it in 8 quarters. The position peaked at $1.62K in Q1 2023. 378 funds tracked by Wall St. Rank hold RPRX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Royalty Pharma position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 51 Royalty Pharma shares in Q2 2024, an estimated $1.55K.
Financial Synergies Wealth Advisors first reported a position in Royalty Pharma in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Royalty Pharma position peaked at $1.62K in Q1 2023.
378 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2024.

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