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Institute for Wealth Management’s Bausch Health BHC Stock Holding History

Institute for Wealth Management’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-36,487
Closed -$305K – 465
2022
Q2 		$305K Buy
36,487
+20,000
+121% +$280K 0.06% 389
2022
Q1 		$377K Buy
+16,487
New +$403K 0.06% 354

Other funds holding BHC

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Institute for Wealth Management's BHC Position: Q3 2022 in Review

Institute for Wealth Management sold out of Bausch Health (BHC) in Q3 2022, closing a stake of 36,487 shares — an estimated $305K sold.

Institute for Wealth Management first reported a position in BHC in Q1 2022 and held it in 2 quarters. The position peaked at $377K in Q1 2022. 283 funds tracked by Wall St. Rank hold BHC as of Q3 2022.

  • Institute for Wealth Management reported no remaining Bausch Health position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 36,487 Bausch Health shares in Q3 2022, an estimated $305K.
  • Institute for Wealth Management first reported a position in Bausch Health in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Bausch Health position peaked at $377K in Q1 2022.
  • 283 funds tracked by Wall St. Rank held Bausch Health as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.