AWM
EVLO

AE Wealth Management’s Evelo Biosciences, Inc. Common Stock EVLO Stock Holding History

AE Wealth Management’s Portfolio EVLO Stock Details EVLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,801
Closed -$118K – 1906
2022
Q2 		$118K Buy
2,801
+1,229
+78% +$57K ﹤0.01% 1633
2022
Q1 		$107K Buy
1,572
+596
+61% +$49.6K ﹤0.01% 1613
2021
Q4 		$119K Buy
976
+172
+21% +$29K ﹤0.01% 1631
2021
Q3 		$113K Buy
804
+100
+14% +$19.8K ﹤0.01% 1550
2021
Q2 		$194K Buy
+704
New +$178K ﹤0.01% 1502

Other funds holding EVLO

FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alphabet Inc
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's EVLO Position: Q3 2022 in Review

AE Wealth Management sold out of Evelo Biosciences, Inc. Common Stock (EVLO) in Q3 2022, closing a stake of 2,801 shares — an estimated $118K sold.

AE Wealth Management first reported a position in EVLO in Q2 2021 and held it in 5 quarters. The position peaked at $194K in Q2 2021. 41 funds tracked by Wall St. Rank hold EVLO as of Q3 2022.

  • AE Wealth Management reported no remaining Evelo Biosciences, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 2,801 Evelo Biosciences, Inc. Common Stock shares in Q3 2022, an estimated $118K.
  • AE Wealth Management first reported a position in Evelo Biosciences, Inc. Common Stock in Q2 2021 and held it in 5 quarters.
  • AE Wealth Management's Evelo Biosciences, Inc. Common Stock position peaked at $194K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Evelo Biosciences, Inc. Common Stock as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.