HNWAG
SWTX

High Net Worth Advisory Group’s SpringWorks Therapeutics SWTX Stock Holding History

High Net Worth Advisory Group’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$26K – 532
2022
Q4 		$26K Hold
1,000
– – 0.01% 402
2022
Q3 		$29K Buy
1,000
+500
+100% +$14.3K 0.01% 408
2022
Q2 		$12K Sell
500
-500
-50% -$18.3K 0.01% 513
2022
Q1 		$56K Hold
1,000
– – 0.02% 329
2021
Q4 		$62K Buy
+1,000
New +$66.2K 0.02% 323

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

High Net Worth Advisory Group's SWTX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of SpringWorks Therapeutics (SWTX) in Q1 2023, closing a stake of 1,000 shares — an estimated $26K sold.

High Net Worth Advisory Group first reported a position in SWTX in Q4 2021 and held it in 5 quarters. The position peaked at $62K in Q4 2021. 148 funds tracked by Wall St. Rank hold SWTX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining SpringWorks Therapeutics position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 1,000 SpringWorks Therapeutics shares in Q1 2023, an estimated $26K.
  • High Net Worth Advisory Group first reported a position in SpringWorks Therapeutics in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's SpringWorks Therapeutics position peaked at $62K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.