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GoalVest Advisory’s Supernus Pharmaceuticals SUPN Stock Holding History

GoalVest Advisory’s Portfolio SUPN Stock Details SUPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-132
Closed -$3.64K – 481
2023
Q3 		$3.64K Buy
132
+31
+31% +$944 ﹤0.01% 369
2023
Q2 		$3.04K Buy
+101
New +$3.53K ﹤0.01% 330

Other funds holding SUPN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's SUPN Position: Q4 2023 in Review

GoalVest Advisory sold out of Supernus Pharmaceuticals (SUPN) in Q4 2023, closing a stake of 132 shares — an estimated $3.64K sold.

GoalVest Advisory first reported a position in SUPN in Q2 2023 and held it in 2 quarters. The position peaked at $3.64K in Q3 2023. 246 funds tracked by Wall St. Rank hold SUPN as of Q4 2023.

  • GoalVest Advisory reported no remaining Supernus Pharmaceuticals position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 132 Supernus Pharmaceuticals shares in Q4 2023, an estimated $3.64K.
  • GoalVest Advisory first reported a position in Supernus Pharmaceuticals in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Supernus Pharmaceuticals position peaked at $3.64K in Q3 2023.
  • 246 funds tracked by Wall St. Rank held Supernus Pharmaceuticals as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.