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Tyler-Stone Wealth Management’s Roivant Sciences ROIV Stock Holding History

Tyler-Stone Wealth Management’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-250
Closed -$2.64K – 798
2024
Q2 		$2.64K Hold
250
– – ﹤0.01% 828
2024
Q1 		$2.63K Hold
250
– – ﹤0.01% 822
2023
Q4 		$2.81K Hold
250
– – ﹤0.01% 780
2023
Q3 		$3K Hold
250
– – ﹤0.01% 785
2023
Q2 		$3K Buy
+250
New +$2.24K ﹤0.01% 778
2022
Q4 		$2K Hold
250
– – ﹤0.01% 766
2022
Q3 		$1K Hold
250
– – ﹤0.01% 826
2022
Q2 		$1K Buy
+250
New +$992 ﹤0.01% 829
2022
Q1 		– Sell
-250
Closed -$3K – 929
2021
Q4 		$3K Buy
+250
New +$2.08K ﹤0.01% 769

Other funds holding ROIV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

Tyler-Stone Wealth Management's ROIV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Roivant Sciences (ROIV) in Q3 2024, closing a stake of 250 shares — an estimated $2.64K sold.

Tyler-Stone Wealth Management first reported a position in ROIV in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q3 2023. 293 funds tracked by Wall St. Rank hold ROIV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Roivant Sciences position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 250 Roivant Sciences shares in Q3 2024, an estimated $2.64K.
  • Tyler-Stone Wealth Management first reported a position in Roivant Sciences in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Roivant Sciences position peaked at $3K in Q3 2023.
  • 293 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.