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Avior Wealth Management’s Evogene EVGN Stock Holding History

Avior Wealth Management’s Portfolio EVGN Stock Details EVGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$84 – 3843
2023
Q4 		$84 Hold
10
– – ﹤0.01% 1500
2023
Q3 		$58 Hold
10
– – ﹤0.01% 1569
2023
Q2 		$107 Hold
10
– – ﹤0.01% 1522
2023
Q1 		$63 Buy
+10
New +$74 ﹤0.01% 1603

Other funds holding EVGN

SCM
Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Avior Wealth Management's EVGN Position: Q1 2024 in Review

Avior Wealth Management sold out of Evogene (EVGN) in Q1 2024, closing a stake of 10 shares — an estimated $84 sold.

Avior Wealth Management first reported a position in EVGN in Q1 2023 and held it in 4 quarters. The position peaked at $107 in Q2 2023. 29 funds tracked by Wall St. Rank hold EVGN as of Q1 2024.

  • Avior Wealth Management reported no remaining Evogene position as of Q1 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Evogene shares in Q1 2024, an estimated $84.
  • Avior Wealth Management first reported a position in Evogene in Q1 2023 and held it in 4 quarters.
  • Avior Wealth Management's Evogene position peaked at $107 in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Evogene as of Q1 2024.

Based on Avior Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.