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Spire Wealth Management’s Harmony Biosciences HRMY Stock Holding History

Spire Wealth Management’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
-22,118
Closed -$700K – 2351
2023
Q4 		$700K Buy
+22,118
New +$617K 0.02% 440

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

Spire Wealth Management's HRMY Position: Q1 2024 in Review

Spire Wealth Management sold out of Harmony Biosciences (HRMY) in Q1 2024, closing a stake of 22,118 shares — an estimated $700K sold.

Spire Wealth Management first reported a position in HRMY in Q4 2023 and held it in 1 quarter. The position peaked at $700K in Q4 2023. 208 funds tracked by Wall St. Rank hold HRMY as of Q1 2024.

  • Spire Wealth Management reported no remaining Harmony Biosciences position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 22,118 Harmony Biosciences shares in Q1 2024, an estimated $700K.
  • Spire Wealth Management first reported a position in Harmony Biosciences in Q4 2023 and held it in 1 quarter.
  • Spire Wealth Management's Harmony Biosciences position peaked at $700K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.