Thomas J. Herzfeld Advisors’s Karyopharm Therapeutics KPTI Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio KPTI Stock Details KPTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-100	Closed	-$15K	–	359
2021 Q2	$15K	Hold	100	–	–	0.01%	179
2021 Q1	$16K	Hold	100	–	–	0.01%	179
2020 Q4	$23K	Hold	100	–	–	0.01%	170
2020 Q3	$22K	Hold	100	–	–	0.01%	119
2020 Q2	$24K	Hold	100	–	–	0.01%	154
2020 Q1	$29K	Hold	100	–	–	0.02%	138
2019 Q4	$29K	Hold	100	–	–	0.01%	155
2019 Q3	$14K	Hold	100	–	–	0.01%	183
2019 Q2	$9K	Hold	100	–	–	﹤0.01%	225
2019 Q1	$9K	Hold	100	–	–	﹤0.01%	251
2018 Q4	$14K	Hold	100	–	–	0.01%	216
2018 Q3	$26K	Hold	100	–	–	0.01%	194
2018 Q2	$25K	Hold	100	–	–	0.01%	207
2018 Q1	$20K	Hold	100	–	–	0.01%	232
2017 Q4	$14K	Sell	100 -225	-69%	-$36.1K	0.01%	239
2017 Q3	$53K	Hold	325	–	–	0.02%	179
2017 Q2	$44K	Hold	325	–	–	0.02%	183
2017 Q1	$63K	Hold	325	–	–	0.03%	189
2016 Q4	$46K	Hold	325	–	–	0.02%	205
2016 Q3	$47K	Hold	325	–	–	0.03%	185
2016 Q2	$33K	Hold	325	–	–	0.02%	235
2016 Q1	$43K	Hold	325	–	–	0.02%	212
2015 Q4	$65K	Hold	325	–	–	0.03%	190
2015 Q3	$51K	Hold	325	–	–	0.02%	190
2015 Q2	$132K	Hold	325	–	–	0.06%	144
2015 Q1	$149K	Buy	325 +234	+257%	+$101K	0.07%	134
2014 Q4	$51K	Hold	91	–	–	0.03%	176
2014 Q3	$48K	Buy	+91	New	+$51.4K	0.03%	200

Other funds holding KPTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

DMPV

Delphi Management Partners VIII San Mateo, California $138M AUM 56.74% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LOAMS

Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thomas J. Herzfeld Advisors's KPTI Position: Q3 2021 in Review

Thomas J. Herzfeld Advisors sold out of Karyopharm Therapeutics (KPTI) in Q3 2021, closing a stake of 100 shares — an estimated $15K sold.

Thomas J. Herzfeld Advisors first reported a position in KPTI in Q3 2014 and held it in 28 quarters. The position peaked at $149K in Q1 2015. 134 funds tracked by Wall St. Rank hold KPTI as of Q3 2021.

Thomas J. Herzfeld Advisors reported no remaining Karyopharm Therapeutics position as of Q3 2021 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 100 Karyopharm Therapeutics shares in Q3 2021, an estimated $15K.
Thomas J. Herzfeld Advisors first reported a position in Karyopharm Therapeutics in Q3 2014 and held it in 28 quarters.
Thomas J. Herzfeld Advisors's Karyopharm Therapeutics position peaked at $149K in Q1 2015.
134 funds tracked by Wall St. Rank held Karyopharm Therapeutics as of Q3 2021.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.