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TrinityPoint Wealth’s Coherus Oncology CHRS Stock Holding History

TrinityPoint Wealth’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$13.9K Hold
10,038
– – ﹤0.01% 334
2024
Q3 		$10.4K Hold
10,038
– – ﹤0.01% 329
2024
Q2 		$17.4K Buy
+10,038
New +$20.2K ﹤0.01% 308
2024
Q1 		– Sell
-12,038
Closed -$40.1K – 312
2023
Q4 		$40.1K Buy
+12,038
New +$32.2K 0.01% 295

Other funds holding CHRS

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

TrinityPoint Wealth's CHRS Position: Q4 2024 in Review

TrinityPoint Wealth held its Coherus Oncology (CHRS) position steady in Q4 2024 at 10,038 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

TrinityPoint Wealth first reported a position in CHRS in Q4 2023 and has held it in 4 quarters since. The position peaked at $40.1K in Q4 2023. 124 funds tracked by Wall St. Rank hold CHRS as of Q4 2024.

  • TrinityPoint Wealth held 10,038 shares of Coherus Oncology worth $13.9K as of Q4 2024.
  • TrinityPoint Wealth left its Coherus Oncology share count unchanged in Q4 2024.
  • Coherus Oncology made up ﹤0.01% of TrinityPoint Wealth's portfolio in Q4 2024, its #334 holding.
  • TrinityPoint Wealth first reported a position in Coherus Oncology in Q4 2023 and has held it in 4 quarters since.
  • TrinityPoint Wealth's Coherus Oncology position peaked at $40.1K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Coherus Oncology as of Q4 2024.

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