EWM
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Edge Wealth Management’s Evolus EOLS Stock Holding History

Edge 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
Q1 		– Sell
-8,000
Closed -$27K – 440
2020
Q4 		$27K Sell
8,000
-250
-3% -$939 0.01% 218
2020
Q3 		$32K Sell
8,250
-250
-3% -$913 0.01% 229
2020
Q2 		$45K Hold
8,500
– – 0.01% 287
2020
Q1 		$36K Buy
8,500
+6,500
+325% +$55.1K 0.01% 271
2019
Q4 		$25K Hold
2,000
– – 0.01% 312
2019
Q3 		$31K Hold
2,000
– – 0.01% 295
2019
Q2 		$29K Buy
+2,000
New +$39.6K 0.01% 305

Other funds holding EOLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Edge Wealth Management's EOLS Position: Q1 2021 in Review

Edge Wealth Management sold out of Evolus (EOLS) in Q1 2021, closing a stake of 8,000 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in EOLS in Q2 2019 and held it in 7 quarters. The position peaked at $45K in Q2 2020. 95 funds tracked by Wall St. Rank hold EOLS as of Q1 2021.

  • Edge Wealth Management reported no remaining Evolus position as of Q1 2021 after selling out during the quarter.
  • Edge Wealth Management sold 8,000 Evolus shares in Q1 2021, an estimated $27K.
  • Edge Wealth Management first reported a position in Evolus in Q2 2019 and held it in 7 quarters.
  • Edge Wealth Management's Evolus position peaked at $45K in Q2 2020.
  • 95 funds tracked by Wall St. Rank held Evolus as of Q1 2021.

Based on Edge Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.