EWA
DFTX

EP Wealth Advisors’s Definium Therapeutics DFTX Stock Holding History

EP Wealth Advisors’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-825
Closed -$14K – 674
2022
Q1 		$14K Hold
825
– – ﹤0.01% 635
2021
Q4 		$17K Buy
+825
New +$26.3K ﹤0.01% 545
2021
Q3 		– Sell
-819
Closed -$42K – 551
2021
Q2 		$42K Buy
+819
New +$43K ﹤0.01% 534

Other funds holding DFTX

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's DFTX Position: Q2 2022 in Review

EP Wealth Advisors sold out of Definium Therapeutics (DFTX) in Q2 2022, closing a stake of 825 shares — an estimated $14K sold.

EP Wealth Advisors first reported a position in DFTX in Q2 2021 and held it in 3 quarters. The position peaked at $42K in Q2 2021. 155 funds tracked by Wall St. Rank hold DFTX as of Q2 2022.

  • EP Wealth Advisors reported no remaining Definium Therapeutics position as of Q2 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 825 Definium Therapeutics shares in Q2 2022, an estimated $14K.
  • EP Wealth Advisors first reported a position in Definium Therapeutics in Q2 2021 and held it in 3 quarters.
  • EP Wealth Advisors's Definium Therapeutics position peaked at $42K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Definium Therapeutics as of Q2 2022.

Based on EP Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.