EWA
EFTR

EP Wealth Advisors’s eFFECTOR Therapeutics, Inc. Common Stock EFTR Stock Holding History

EP Wealth Advisors’s Portfolio EFTR Stock Details EFTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,240
Closed -$18.6K – 845
2023
Q3 		$18.6K Buy
1,240
+641
+107% +$11.1K ﹤0.01% 747
2023
Q2 		$25.7K Sell
599
-105
-15% -$1.77K ﹤0.01% 679
2023
Q1 		$1.65M Buy
+704
New +$8.54K 0.03% 239

Other funds holding EFTR

CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIMG
Sonora Investment Management Group Tucson, Arizona $1.41B AUM 20.58% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

EP Wealth Advisors's EFTR Position: Q4 2023 in Review

EP Wealth Advisors sold out of eFFECTOR Therapeutics, Inc. Common Stock (EFTR) in Q4 2023, closing a stake of 1,240 shares — an estimated $18.6K sold.

EP Wealth Advisors first reported a position in EFTR in Q1 2023 and held it in 3 quarters. The position peaked at $1.65M in Q1 2023. 25 funds tracked by Wall St. Rank hold EFTR as of Q4 2023.

  • EP Wealth Advisors reported no remaining eFFECTOR Therapeutics, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 1,240 eFFECTOR Therapeutics, Inc. Common Stock shares in Q4 2023, an estimated $18.6K.
  • EP Wealth Advisors first reported a position in eFFECTOR Therapeutics, Inc. Common Stock in Q1 2023 and held it in 3 quarters.
  • EP Wealth Advisors's eFFECTOR Therapeutics, Inc. Common Stock position peaked at $1.65M in Q1 2023.
  • 25 funds tracked by Wall St. Rank held eFFECTOR Therapeutics, Inc. Common Stock as of Q4 2023.

Based on EP Wealth Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.