APP
EVLO

Avantax Planning Partners’s Evelo Biosciences, Inc. Common Stock EVLO Stock Holding History

Avantax Planning Partners’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
2023
Q2 		– Sell
-750
Closed -$2.71K – 397
2023
Q1 		$2.71K Buy
+750
New +$11.6K ﹤0.01% 374

Other funds holding EVLO

FP
Flagship Pioneering Cambridge, Massachusetts $1.54B AUM 86.39% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
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

Avantax Planning Partners's EVLO Position: Q2 2023 in Review

Avantax Planning Partners sold out of Evelo Biosciences, Inc. Common Stock (EVLO) in Q2 2023, closing a stake of 750 shares — an estimated $2.71K sold.

Avantax Planning Partners first reported a position in EVLO in Q1 2023 and held it in 1 quarter. The position peaked at $2.71K in Q1 2023. 25 funds tracked by Wall St. Rank hold EVLO as of Q2 2023.

  • Avantax Planning Partners reported no remaining Evelo Biosciences, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 750 Evelo Biosciences, Inc. Common Stock shares in Q2 2023, an estimated $2.71K.
  • Avantax Planning Partners first reported a position in Evelo Biosciences, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • Avantax Planning Partners's Evelo Biosciences, Inc. Common Stock position peaked at $2.71K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Evelo Biosciences, Inc. Common Stock as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.