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Integrated Wealth Management (Palm Desert)’s Sarepta Therapeutics SRPT Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10
Closed -$1K – 899
2016
Q3 		$1K Hold
10
– – ﹤0.01% 1183
2016
Q2 		$0 Sell
10
-500
-98% -$9.26K ﹤0.01% 1369
2016
Q1 		$10K Buy
510
+500
+5,000% +$8.74K ﹤0.01% 711
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1380
2015
Q3 		$0 Hold
10
– – ﹤0.01% 1376
2015
Q2 		$0 Hold
10
– – ﹤0.01% 1458
2015
Q1 		$0 Buy
+10
New +$133 ﹤0.01% 1355

Other funds holding SRPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SRPT Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Sarepta Therapeutics (SRPT) in Q4 2016, closing a stake of 10 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SRPT in Q1 2015 and held it in 7 quarters. The position peaked at $10K in Q1 2016. 178 funds tracked by Wall St. Rank hold SRPT as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Sarepta Therapeutics position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 10 Sarepta Therapeutics shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Sarepta Therapeutics in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Sarepta Therapeutics position peaked at $10K in Q1 2016.
  • 178 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.