Wingate Wealth Advisors’s Biohaven BHVN Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-50	Closed	-$1.87K	–	125
2024 Q4	$1.87K	Buy	+50	New	+$2.33K	﹤0.01%	433

Other funds holding BHVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

SCM

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

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

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Wingate Wealth Advisors's BHVN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Biohaven (BHVN) in Q1 2025, closing a stake of 50 shares — an estimated $1.87K sold.

Wingate Wealth Advisors first reported a position in BHVN in Q4 2024 and held it in 1 quarter. The position peaked at $1.87K in Q4 2024. 266 funds tracked by Wall St. Rank hold BHVN as of Q1 2025.

Wingate Wealth Advisors reported no remaining Biohaven position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 50 Biohaven shares in Q1 2025, an estimated $1.87K.
Wingate Wealth Advisors first reported a position in Biohaven in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Biohaven position peaked at $1.87K in Q4 2024.
266 funds tracked by Wall St. Rank held Biohaven as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.