Valley Wealth Managers’s Biohaven BHVN Stock Holding History

Valley Wealth Managers’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
2023 Q4	–	Sell	-500	Closed	-$13K	–	349
2023 Q3	$13K	Buy	+500	New	+$10.4K	﹤0.01%	280

Other funds holding BHVN

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RP Management New York $139M AUM 37.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley Wealth Managers's BHVN Position: Q4 2023 in Review

Valley Wealth Managers sold out of Biohaven (BHVN) in Q4 2023, closing a stake of 500 shares — an estimated $13K sold.

Valley Wealth Managers first reported a position in BHVN in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 218 funds tracked by Wall St. Rank hold BHVN as of Q4 2023.

Valley Wealth Managers reported no remaining Biohaven position as of Q4 2023 after selling out during the quarter.
Valley Wealth Managers sold 500 Biohaven shares in Q4 2023, an estimated $13K.
Valley Wealth Managers first reported a position in Biohaven in Q3 2023 and held it in 1 quarter.
Valley Wealth Managers's Biohaven position peaked at $13K in Q3 2023.
218 funds tracked by Wall St. Rank held Biohaven as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.