IGWM
TERN

ICA Group Wealth Management’s Terns Pharmaceuticals TERN Stock Holding History

ICA Group Wealth Management’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80
Closed -$519 – 1417
2023
Q4 		$519 Buy
+80
New +$423 ﹤0.01% 1282
2023
Q3 		– Sell
-60
Closed -$525 – 1119
2023
Q2 		$525 Buy
+60
New +$699 ﹤0.01% 1247

Other funds holding TERN

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ICA Group Wealth Management's TERN Position: Q1 2024 in Review

ICA Group Wealth Management sold out of Terns Pharmaceuticals (TERN) in Q1 2024, closing a stake of 80 shares — an estimated $519 sold.

ICA Group Wealth Management first reported a position in TERN in Q2 2023 and held it in 2 quarters. The position peaked at $525 in Q2 2023. 112 funds tracked by Wall St. Rank hold TERN as of Q1 2024.

  • ICA Group Wealth Management reported no remaining Terns Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 80 Terns Pharmaceuticals shares in Q1 2024, an estimated $519.
  • ICA Group Wealth Management first reported a position in Terns Pharmaceuticals in Q2 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Terns Pharmaceuticals position peaked at $525 in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2024.

Based on ICA Group Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.