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Whalen Wealth Management’s Roivant Sciences ROIV Stock Holding History

Whalen 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
Q4 		– Sell
-19,401
Closed -$224K – 172
2024
Q3 		$224K Buy
+19,401
New +$221K 0.16% 106

Other funds holding ROIV

QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

Whalen Wealth Management's ROIV Position: Q4 2024 in Review

Whalen Wealth Management sold out of Roivant Sciences (ROIV) in Q4 2024, closing a stake of 19,401 shares — an estimated $224K sold.

Whalen Wealth Management first reported a position in ROIV in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 318 funds tracked by Wall St. Rank hold ROIV as of Q4 2024.

  • Whalen Wealth Management reported no remaining Roivant Sciences position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 19,401 Roivant Sciences shares in Q4 2024, an estimated $224K.
  • Whalen Wealth Management first reported a position in Roivant Sciences in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Roivant Sciences position peaked at $224K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held Roivant Sciences as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.