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Independent Financial Group’s Biohaven BHVN Stock Holding History

Independent Financial Group’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,045
Closed -$252K – 1161
2024
Q3 		$252K Buy
+5,045
New +$196K 0.01% 944
2024
Q2 		– Sell
-4,507
Closed -$246K – 1094
2024
Q1 		$246K Buy
+4,507
New +$223K 0.01% 875

Other funds holding BHVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Financial Group's BHVN Position: Q4 2024 in Review

Independent Financial Group sold out of Biohaven (BHVN) in Q4 2024, closing a stake of 5,045 shares — an estimated $252K sold.

Independent Financial Group first reported a position in BHVN in Q1 2024 and held it in 2 quarters. The position peaked at $252K in Q3 2024. 256 funds tracked by Wall St. Rank hold BHVN as of Q4 2024.

  • Independent Financial Group reported no remaining Biohaven position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 5,045 Biohaven shares in Q4 2024, an estimated $252K.
  • Independent Financial Group first reported a position in Biohaven in Q1 2024 and held it in 2 quarters.
  • Independent Financial Group's Biohaven position peaked at $252K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Biohaven as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.