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Heritage Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

Heritage 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
2020
Q4 		– Sell
-50
Closed -$2.1K – 557
2020
Q3 		$2.1K Sell
50
-50
-50% -$2.15K ﹤0.01% 448
2020
Q2 		$4.86K Buy
+100
New +$4.95K ﹤0.01% 407

Other funds holding RPRX

RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCG
Vantage Consulting Group Virginia Beach, Virginia $19.7M AUM 280.87% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Heritage Wealth Advisors's RPRX Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Royalty Pharma (RPRX) in Q4 2020, closing a stake of 50 shares — an estimated $2.1K sold.

Heritage Wealth Advisors first reported a position in RPRX in Q2 2020 and held it in 2 quarters. The position peaked at $4.86K in Q2 2020. 199 funds tracked by Wall St. Rank hold RPRX as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Royalty Pharma position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 50 Royalty Pharma shares in Q4 2020, an estimated $2.1K.
  • Heritage Wealth Advisors first reported a position in Royalty Pharma in Q2 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's Royalty Pharma position peaked at $4.86K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Royalty Pharma as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.