Allworth Financial’s Electrovaya ELVA Stock Holding History

Allworth Financial’s Portfolio ELVA Stock Details ELVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.6K	Sell	2,000 -2,000	-50%	-$17.3K	﹤0.01%	3167
2025 Q4	$31.6K	Buy	4,000 +3,920	+4,900%	+$23.7K	﹤0.01%	2507
2025 Q3	$472	Hold	80	–	–	﹤0.01%	4447
2025 Q2	$273	Hold	80	–	–	﹤0.01%	4269
2025 Q1	$214	Hold	80	–	–	﹤0.01%	3860
2024 Q4	$202	Hold	80	–	–	﹤0.01%	3787
2024 Q3	$187	Hold	80	–	–	﹤0.01%	3611
2024 Q2	$197	Hold	80	–	–	﹤0.01%	3550
2024 Q1	$293	Hold	80	–	–	﹤0.01%	3400
2023 Q4	$245	Hold	80	–	–	﹤0.01%	3265
2023 Q3	$227	Buy	+80	New	+$314	﹤0.01%	3213

Other funds holding ELVA

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Caldwell Investment Management Toronto, Ontario, Canada $255M AUM 36.87% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $661M AUM 63.05% 1-Year Est. Return