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SFMG Wealth Advisors’s Bausch Health BHC Stock Holding History

SFMG Wealth Advisors’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
2020
Q2 		– Sell
-54,965
Closed -$852K – 167
2020
Q1 		$852K Buy
54,965
+27,755
+102% +$669K 0.13% 46
2019
Q4 		$814K Buy
+27,210
New +$707K 0.1% 72

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SFMG Wealth Advisors's BHC Position: Q2 2020 in Review

SFMG Wealth Advisors sold out of Bausch Health (BHC) in Q2 2020, closing a stake of 54,965 shares — an estimated $852K sold.

SFMG Wealth Advisors first reported a position in BHC in Q4 2019 and held it in 2 quarters. The position peaked at $852K in Q1 2020. 303 funds tracked by Wall St. Rank hold BHC as of Q2 2020.

  • SFMG Wealth Advisors reported no remaining Bausch Health position as of Q2 2020 after selling out during the quarter.
  • SFMG Wealth Advisors sold 54,965 Bausch Health shares in Q2 2020, an estimated $852K.
  • SFMG Wealth Advisors first reported a position in Bausch Health in Q4 2019 and held it in 2 quarters.
  • SFMG Wealth Advisors's Bausch Health position peaked at $852K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Bausch Health as of Q2 2020.

Based on SFMG Wealth Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.