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Mark Sheptoff Financial Planning’s Harmony Biosciences HRMY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio HRMY Stock Details HRMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-400
Closed -$12.9K – 413
2023
Q4 		$12.9K Buy
+400
New +$11.2K 0.01% 266
2023
Q3 		– Sell
-1,800
Closed -$63.3K – 395
2023
Q2 		$63.3K Sell
1,800
-1,200
-40% -$41.4K 0.04% 146
2023
Q1 		$98K Hold
3,000
– – 0.06% 114
2022
Q4 		$165K Sell
3,000
-100
-3% -$5.5K 0.1% 100
2022
Q3 		$137K Sell
3,100
-500
-14% -$24.4K 0.08% 98
2022
Q2 		$176K Sell
3,600
-500
-12% -$22.5K 0.1% 95
2022
Q1 		$199K Buy
4,100
+3,100
+310% +$126K 0.1% 108
2021
Q4 		$43K Buy
+1,000
New +$39.9K 0.02% 187

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's HRMY Position: Q1 2024 in Review

Mark Sheptoff Financial Planning sold out of Harmony Biosciences (HRMY) in Q1 2024, closing a stake of 400 shares — an estimated $12.9K sold.

Mark Sheptoff Financial Planning first reported a position in HRMY in Q4 2021 and held it in 8 quarters. The position peaked at $199K in Q1 2022. 208 funds tracked by Wall St. Rank hold HRMY as of Q1 2024.

  • Mark Sheptoff Financial Planning reported no remaining Harmony Biosciences position as of Q1 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 400 Harmony Biosciences shares in Q1 2024, an estimated $12.9K.
  • Mark Sheptoff Financial Planning first reported a position in Harmony Biosciences in Q4 2021 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Harmony Biosciences position peaked at $199K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2024, filed 10 May 2024.