Cetera Investment Advisers
EVH icon

Cetera Investment Advisers’s Evolent Health EVH Stock Holding History

Cetera Investment Advisers’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,262
Closed -$238K – 3771
2024
Q1 		$238K Buy
+7,262
New +$232K ﹤0.01% 3230

Other funds holding EVH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

Cetera Investment Advisers's EVH Position: Q2 2024 in Review

Cetera Investment Advisers sold out of Evolent Health (EVH) in Q2 2024, closing a stake of 7,262 shares — an estimated $238K sold.

Cetera Investment Advisers first reported a position in EVH in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 243 funds tracked by Wall St. Rank hold EVH as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Evolent Health position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,262 Evolent Health shares in Q2 2024, an estimated $238K.
  • Cetera Investment Advisers first reported a position in Evolent Health in Q1 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Evolent Health position peaked at $238K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Evolent Health as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.