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EP Wealth Advisors’s Denali Therapeutics DNLI Stock Holding History

EP Wealth Advisors’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,500
Closed -$831K – 866
2024
Q1 		$831K Buy
+40,500
New +$761K 0.01% 411

Other funds holding DNLI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
CM
Crestline Management Fort Worth, Texas $53.5M AUM 80.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TPC
Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

EP Wealth Advisors's DNLI Position: Q2 2024 in Review

EP Wealth Advisors sold out of Denali Therapeutics (DNLI) in Q2 2024, closing a stake of 40,500 shares — an estimated $831K sold.

EP Wealth Advisors first reported a position in DNLI in Q1 2024 and held it in 1 quarter. The position peaked at $831K in Q1 2024. 203 funds tracked by Wall St. Rank hold DNLI as of Q2 2024.

  • EP Wealth Advisors reported no remaining Denali Therapeutics position as of Q2 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 40,500 Denali Therapeutics shares in Q2 2024, an estimated $831K.
  • EP Wealth Advisors first reported a position in Denali Therapeutics in Q1 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Denali Therapeutics position peaked at $831K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Denali Therapeutics as of Q2 2024.

Based on EP Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.