WR Wealth Planners’s Royalty Pharma RPRX Stock Holding History

WR Wealth Planners’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	-49	Closed	-$1.49K	–	1204
2024 Q1	$1.49K	Buy	+49	New	+$1.45K	﹤0.01%	919

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WR Wealth Planners's RPRX Position: Q2 2024 in Review

WR Wealth Planners sold out of Royalty Pharma (RPRX) in Q2 2024, closing a stake of 49 shares — an estimated $1.49K sold.

WR Wealth Planners first reported a position in RPRX in Q1 2024 and held it in 1 quarter. The position peaked at $1.49K in Q1 2024. 378 funds tracked by Wall St. Rank hold RPRX as of Q2 2024.

WR Wealth Planners reported no remaining Royalty Pharma position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 49 Royalty Pharma shares in Q2 2024, an estimated $1.49K.
WR Wealth Planners first reported a position in Royalty Pharma in Q1 2024 and held it in 1 quarter.
WR Wealth Planners's Royalty Pharma position peaked at $1.49K in Q1 2024.
378 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.