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Prevail Innovative Wealth Advisors’s Biohaven BHVN Stock Holding History

Prevail Innovative Wealth Advisors’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
2025
Q1 		– Sell
-5,385
Closed -$201K – 172
2024
Q4 		$201K Hold
5,385
– – 0.06% 156
2024
Q3 		$269K Buy
+5,385
New +$210K 0.08% 144
2024
Q2 		– Sell
-5,385
Closed -$295K – 151
2024
Q1 		$295K Hold
5,385
– – 0.11% 141
2023
Q4 		$230K Buy
+5,385
New +$167K 0.11% 125

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BHVN Position: Q1 2025 in Review

Prevail Innovative Wealth Advisors sold out of Biohaven (BHVN) in Q1 2025, closing a stake of 5,385 shares — an estimated $201K sold.

Prevail Innovative Wealth Advisors first reported a position in BHVN in Q4 2023 and held it in 4 quarters. The position peaked at $295K in Q1 2024. 266 funds tracked by Wall St. Rank hold BHVN as of Q1 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Biohaven position as of Q1 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 5,385 Biohaven shares in Q1 2025, an estimated $201K.
  • Prevail Innovative Wealth Advisors first reported a position in Biohaven in Q4 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Biohaven position peaked at $295K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Biohaven as of Q1 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2025, filed 2 May 2025.