JFG Wealth Management’s Immunovant IMVT Stock Holding History

JFG Wealth Management’s Portfolio IMVT Stock Details IMVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,000	Closed	-$295K	–	67
2023 Q4	$295K	Buy	+7,000	New	+$258K	0.08%	57

Other funds holding IMVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

JFG Wealth Management's IMVT Position: Q1 2024 in Review

JFG Wealth Management sold out of Immunovant (IMVT) in Q1 2024, closing a stake of 7,000 shares — an estimated $295K sold.

JFG Wealth Management first reported a position in IMVT in Q4 2023 and held it in 1 quarter. The position peaked at $295K in Q4 2023. 209 funds tracked by Wall St. Rank hold IMVT as of Q1 2024.

JFG Wealth Management reported no remaining Immunovant position as of Q1 2024 after selling out during the quarter.
JFG Wealth Management sold 7,000 Immunovant shares in Q1 2024, an estimated $295K.
JFG Wealth Management first reported a position in Immunovant in Q4 2023 and held it in 1 quarter.
JFG Wealth Management's Immunovant position peaked at $295K in Q4 2023.
209 funds tracked by Wall St. Rank held Immunovant as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.