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US Financial Advisors’s Royalty Pharma RPRX Stock Holding History

US Financial Advisors’s Portfolio RPRX Stock Details RPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,815
Closed -$237K – 87
2024
Q1 		$237K Sell
7,815
-350
-4% -$10.3K 0.08% 72
2023
Q4 		$229K Hold
8,165
– – 0.09% 69
2023
Q3 		$222K Sell
8,165
-10,284
-56% -$305K 0.09% 69
2023
Q2 		$567K Sell
18,449
-4,300
-19% -$146K 0.24% 43
2023
Q1 		$820K Hold
22,749
– – 0.37% 38
2022
Q4 		$899K Buy
+22,749
New +$950K 0.45% 33

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Financial Advisors's RPRX Position: Q2 2024 in Review

US Financial Advisors sold out of Royalty Pharma (RPRX) in Q2 2024, closing a stake of 7,815 shares — an estimated $237K sold.

US Financial Advisors first reported a position in RPRX in Q4 2022 and held it in 6 quarters. The position peaked at $899K in Q4 2022. 378 funds tracked by Wall St. Rank hold RPRX as of Q2 2024.

  • US Financial Advisors reported no remaining Royalty Pharma position as of Q2 2024 after selling out during the quarter.
  • US Financial Advisors sold 7,815 Royalty Pharma shares in Q2 2024, an estimated $237K.
  • US Financial Advisors first reported a position in Royalty Pharma in Q4 2022 and held it in 6 quarters.
  • US Financial Advisors's Royalty Pharma position peaked at $899K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2024.

Based on US Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.