BWM
EOLS icon

BerganKDV Wealth Management’s Evolus EOLS Stock Holding History

BerganKDV Wealth Management’s Portfolio EOLS Stock Details EOLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-275
Closed -$2K – 1071
2021
Q3 		$2K Hold
275
– – ﹤0.01% 872
2021
Q2 		$3K Hold
275
– – ﹤0.01% 759
2021
Q1 		$4K Hold
275
– – ﹤0.01% 689
2020
Q4 		$1K Sell
275
-20
-7% -$75 ﹤0.01% 844
2020
Q3 		$1K Buy
295
+7
+2% +$26 ﹤0.01% 785
2020
Q2 		$2K Hold
288
– – ﹤0.01% 744
2020
Q1 		$1K Buy
288
+103
+56% +$873 ﹤0.01% 813
2019
Q4 		$2K Hold
185
– – ﹤0.01% 764
2019
Q3 		$3K Buy
185
+35
+23% +$574 ﹤0.01% 604
2019
Q2 		$2K Buy
150
+50
+50% +$991 ﹤0.01% 667
2019
Q1 		$2K Buy
+100
New +$2.16K ﹤0.01% 660

Other funds holding EOLS

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's EOLS Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Evolus (EOLS) in Q4 2021, closing a stake of 275 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in EOLS in Q1 2019 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 104 funds tracked by Wall St. Rank hold EOLS as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Evolus position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 275 Evolus shares in Q4 2021, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Evolus in Q1 2019 and held it in 11 quarters.
  • BerganKDV Wealth Management's Evolus position peaked at $4K in Q1 2021.
  • 104 funds tracked by Wall St. Rank held Evolus as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.