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Sutton Wealth Advisors’s Harmony Biosciences HRMY Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-616
Closed -$33.9K – 1146
2022
Q4 		$33.9K Hold
616
– – 0.01% 509
2022
Q3 		$27.3K Buy
616
+1
+0.2% +$49 0.01% 555
2022
Q2 		$30K Buy
615
+608
+8,686% +$27.4K 0.01% 531
2022
Q1 		$341 Buy
+7
New +$285 ﹤0.01% 1529

Other funds holding HRMY

VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's HRMY Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Harmony Biosciences (HRMY) in Q1 2023, closing a stake of 616 shares — an estimated $33.9K sold.

Sutton Wealth Advisors first reported a position in HRMY in Q1 2022 and held it in 4 quarters. The position peaked at $33.9K in Q4 2022. 217 funds tracked by Wall St. Rank hold HRMY as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Harmony Biosciences position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 616 Harmony Biosciences shares in Q1 2023, an estimated $33.9K.
  • Sutton Wealth Advisors first reported a position in Harmony Biosciences in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's Harmony Biosciences position peaked at $33.9K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held Harmony Biosciences as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.