True Wealth Design’s Terns Pharmaceuticals TERN Stock Holding History

True Wealth Design’s Portfolio TERN Stock Details TERN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11	Closed	-$61	–	2683
2024 Q4	$61	Buy	+11	New	+$74	﹤0.01%	1305

Other funds holding TERN

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

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

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

True Wealth Design's TERN Position: Q1 2025 in Review

True Wealth Design sold out of Terns Pharmaceuticals (TERN) in Q1 2025, closing a stake of 11 shares — an estimated $61 sold.

True Wealth Design first reported a position in TERN in Q4 2024 and held it in 1 quarter. The position peaked at $61 in Q4 2024. 137 funds tracked by Wall St. Rank hold TERN as of Q1 2025.

True Wealth Design reported no remaining Terns Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
True Wealth Design sold 11 Terns Pharmaceuticals shares in Q1 2025, an estimated $61.
True Wealth Design first reported a position in Terns Pharmaceuticals in Q4 2024 and held it in 1 quarter.
True Wealth Design's Terns Pharmaceuticals position peaked at $61 in Q4 2024.
137 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2025.

Based on True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.