Cetera Investment Advisers
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Cetera Investment Advisers’s Evotec EVO Stock Holding History

Cetera Investment Advisers’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,543
Closed -$192K – 3772
2024
Q1 		$192K Sell
24,543
-1,095
-4% -$8.62K ﹤0.01% 3368
2023
Q4 		$301K Hold
25,638
– – ﹤0.01% 1785
2023
Q3 		$253K Buy
+25,638
New +$301K ﹤0.01% 1836

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Cetera Investment Advisers sold out of Evotec (EVO) in Q2 2024, closing a stake of 24,543 shares — an estimated $192K sold.

Cetera Investment Advisers first reported a position in EVO in Q3 2023 and held it in 3 quarters. The position peaked at $301K in Q4 2023. 28 funds tracked by Wall St. Rank hold EVO as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Evotec position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 24,543 Evotec shares in Q2 2024, an estimated $192K.
  • Cetera Investment Advisers first reported a position in Evotec in Q3 2023 and held it in 3 quarters.
  • Cetera Investment Advisers's Evotec position peaked at $301K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held Evotec as of Q2 2024.

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