Halpern Financial’s Savara SVRA Stock Holding History

Halpern Financial’s Portfolio SVRA Stock Details SVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$8	Hold	2	–	–	﹤0.01%	229
2024 Q2	$8	Hold	2	–	–	﹤0.01%	218
2024 Q1	$10	Hold	2	–	–	﹤0.01%	209
2023 Q4	$9	Hold	2	–	–	﹤0.01%	250
2023 Q3	$8	Hold	2	–	–	﹤0.01%	210
2023 Q2	$6	Hold	2	–	–	﹤0.01%	251
2023 Q1	$4	Hold	2	–	–	﹤0.01%	180
2022 Q4	$3	Hold	2	–	–	﹤0.01%	196
2022 Q3	$3	Hold	2	–	–	﹤0.01%	212
2022 Q2	$3	Hold	2	–	–	﹤0.01%	317
2022 Q1	$3	Hold	2	–	–	﹤0.01%	223
2021 Q4	$2	Hold	2	–	–	﹤0.01%	248
2021 Q3	$3	Hold	2	–	–	﹤0.01%	254
2021 Q2	$3	Hold	2	–	–	﹤0.01%	244
2021 Q1	$4	Hold	2	–	–	﹤0.01%	249
2020 Q4	$2	Hold	2	–	–	﹤0.01%	204
2020 Q3	$2	Hold	2	–	–	﹤0.01%	205
2020 Q2	$5	Hold	2	–	–	﹤0.01%	174
2020 Q1	$4	Hold	2	–	–	﹤0.01%	160
2019 Q4	$9	Buy	+2	New	+$2	﹤0.01%	183

Other funds holding SVRA

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Halpern Financial's SVRA Position: Q3 2024 in Review

Halpern Financial held its Savara (SVRA) position steady in Q3 2024 at 2 shares worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Halpern Financial first reported a position in SVRA in Q4 2019 and has held it in 20 quarters since. The position peaked at $10 in Q1 2024. 126 funds tracked by Wall St. Rank hold SVRA as of Q3 2024.

Halpern Financial held 2 shares of Savara worth $8 as of Q3 2024.
Halpern Financial left its Savara share count unchanged in Q3 2024.
Savara made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #229 holding.
Halpern Financial first reported a position in Savara in Q4 2019 and has held it in 20 quarters since.
Halpern Financial's Savara position peaked at $10 in Q1 2024.
126 funds tracked by Wall St. Rank held Savara as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.