EP Wealth Advisors’s CryoPort CYRX Stock Holding History

EP Wealth Advisors’s Portfolio CYRX Stock Details CYRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,000	Closed	-$237K	–	638
2021 Q4	$237K	Hold	4,000	–	–	0.01%	505
2021 Q3	$266K	Hold	4,000	–	–	0.01%	456
2021 Q2	$252K	Hold	4,000	–	–	0.01%	479
2021 Q1	$208K	Buy	+4,000	New	+$243K	0.01%	470

Other funds holding CYRX

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

EP Wealth Advisors's CYRX Position: Q1 2022 in Review

EP Wealth Advisors sold out of CryoPort (CYRX) in Q1 2022, closing a stake of 4,000 shares — an estimated $237K sold.

EP Wealth Advisors first reported a position in CYRX in Q1 2021 and held it in 4 quarters. The position peaked at $266K in Q3 2021. 200 funds tracked by Wall St. Rank hold CYRX as of Q1 2022.

EP Wealth Advisors reported no remaining CryoPort position as of Q1 2022 after selling out during the quarter.
EP Wealth Advisors sold 4,000 CryoPort shares in Q1 2022, an estimated $237K.
EP Wealth Advisors first reported a position in CryoPort in Q1 2021 and held it in 4 quarters.
EP Wealth Advisors's CryoPort position peaked at $266K in Q3 2021.
200 funds tracked by Wall St. Rank held CryoPort as of Q1 2022.

Based on EP Wealth Advisors's 13F filing for Q1 2022, filed 20 May 2022.