IPW
TERN

Impact Partnership Wealth’s Terns Pharmaceuticals TERN Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-227
Closed -$1.99K – 1198
2023
Q2 		$1.99K Buy
+227
New +$2.65K ﹤0.01% 671

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
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Impact Partnership Wealth's TERN Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Terns Pharmaceuticals (TERN) in Q3 2023, closing a stake of 227 shares — an estimated $1.99K sold.

Impact Partnership Wealth first reported a position in TERN in Q2 2023 and held it in 1 quarter. The position peaked at $1.99K in Q2 2023. 93 funds tracked by Wall St. Rank hold TERN as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Terns Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 227 Terns Pharmaceuticals shares in Q3 2023, an estimated $1.99K.
  • Impact Partnership Wealth first reported a position in Terns Pharmaceuticals in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Terns Pharmaceuticals position peaked at $1.99K in Q2 2023.
  • 93 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.