SFS
HRTX icon

Sowell Financial Services’s Heron Therapeutics HRTX Stock Holding History

Sowell Financial Services’s Portfolio HRTX Stock Details HRTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-676
Closed -$14K – 3185
2020
Q4 		$14K Buy
676
+514
+317% +$8.93K ﹤0.01% 1884
2020
Q3 		$2K Sell
162
-212
-57% -$3.31K ﹤0.01% 2225
2020
Q2 		$6K Sell
374
-1,966
-84% -$32.3K ﹤0.01% 1840
2020
Q1 		$27K Buy
2,340
+2,248
+2,443% +$42.3K ﹤0.01% 1281
2019
Q4 		$2K Buy
92
+42
+84% +$929 ﹤0.01% 2198
2019
Q3 		$1K Buy
+50
New +$920 ﹤0.01% 2251
2017
Q1 		– Sell
-50
Closed -$1K – 397
2016
Q4 		$1K Buy
+50
New +$785 ﹤0.01% 614

Other funds holding HRTX

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Sowell Financial Services's HRTX Position: Q1 2021 in Review

Sowell Financial Services sold out of Heron Therapeutics (HRTX) in Q1 2021, closing a stake of 676 shares — an estimated $14K sold.

Sowell Financial Services first reported a position in HRTX in Q4 2016 and held it in 7 quarters. The position peaked at $27K in Q1 2020. 193 funds tracked by Wall St. Rank hold HRTX as of Q1 2021.

  • Sowell Financial Services reported no remaining Heron Therapeutics position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 676 Heron Therapeutics shares in Q1 2021, an estimated $14K.
  • Sowell Financial Services first reported a position in Heron Therapeutics in Q4 2016 and held it in 7 quarters.
  • Sowell Financial Services's Heron Therapeutics position peaked at $27K in Q1 2020.
  • 193 funds tracked by Wall St. Rank held Heron Therapeutics as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.