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Waverly Advisors’s Acadia Pharmaceuticals ACAD Stock Holding History

Waverly Advisors’s Portfolio ACAD Stock Details ACAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-100
Closed -$3K – 132
2015
Q3 		$3K Hold
100
– – ﹤0.01% 394
2015
Q2 		$4K Hold
100
– – ﹤0.01% 313
2015
Q1 		$3K Hold
100
– – ﹤0.01% 313
2014
Q4 		$3K Hold
100
– – ﹤0.01% 381
2014
Q3 		$2K Hold
100
– – ﹤0.01% 713
2014
Q2 		$2K Hold
100
– – ﹤0.01% 685
2014
Q1 		$2K Hold
100
– – ﹤0.01% 649
2013
Q4 		$2K Hold
100
– – ﹤0.01% 771
2013
Q3 		$3K Buy
+100
New +$2.09K ﹤0.01% 518

Other funds holding ACAD

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Waverly Advisors's ACAD Position: Q4 2015 in Review

Waverly Advisors sold out of Acadia Pharmaceuticals (ACAD) in Q4 2015, closing a stake of 100 shares — an estimated $3K sold.

Waverly Advisors first reported a position in ACAD in Q3 2013 and held it in 9 quarters. The position peaked at $4K in Q2 2015. 215 funds tracked by Wall St. Rank hold ACAD as of Q4 2015.

  • Waverly Advisors reported no remaining Acadia Pharmaceuticals position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 100 Acadia Pharmaceuticals shares in Q4 2015, an estimated $3K.
  • Waverly Advisors first reported a position in Acadia Pharmaceuticals in Q3 2013 and held it in 9 quarters.
  • Waverly Advisors's Acadia Pharmaceuticals position peaked at $4K in Q2 2015.
  • 215 funds tracked by Wall St. Rank held Acadia Pharmaceuticals as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.