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TrinityPoint Wealth’s Biohaven BHVN Stock Holding History

TrinityPoint Wealth’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.39M Buy
+37,095
New +$1.73M 0.19% 121

Other funds holding BHVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's BHVN Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Biohaven (BHVN) in Q4 2024: 37,095 shares worth $1.39M. The stake represents 0.19% of the portfolio and ranks #121 among its holdings.

256 funds tracked by Wall St. Rank hold BHVN as of Q4 2024.

  • TrinityPoint Wealth held 37,095 shares of Biohaven worth $1.39M as of Q4 2024.
  • Biohaven was a new TrinityPoint Wealth position in Q4 2024.
  • Biohaven made up 0.19% of TrinityPoint Wealth's portfolio in Q4 2024, its #121 holding.
  • 256 funds tracked by Wall St. Rank held Biohaven as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.