AE Wealth Management’s Evaxion A/S EVAX Stock Holding History

AE Wealth Management’s Portfolio EVAX Stock Details EVAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-973	Closed	-$40.5K	–	2089
2023 Q3	$40.5K	Buy	+973	New	+$49K	﹤0.01%	1888

Other funds holding EVAX

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's EVAX Position: Q4 2023 in Review

AE Wealth Management sold out of Evaxion A/S (EVAX) in Q4 2023, closing a stake of 973 shares — an estimated $40.5K sold.

AE Wealth Management first reported a position in EVAX in Q3 2023 and held it in 1 quarter. The position peaked at $40.5K in Q3 2023. 9 funds tracked by Wall St. Rank hold EVAX as of Q4 2023.

AE Wealth Management reported no remaining Evaxion A/S position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 973 Evaxion A/S shares in Q4 2023, an estimated $40.5K.
AE Wealth Management first reported a position in Evaxion A/S in Q3 2023 and held it in 1 quarter.
AE Wealth Management's Evaxion A/S position peaked at $40.5K in Q3 2023.
9 funds tracked by Wall St. Rank held Evaxion A/S as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.