EP Wealth Advisors’s Vertical Aerospace EVTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,000	Closed	-$14.7K	–	1190
2024 Q2	$14.7K	Hold	2,000	–	–	﹤0.01%	853
2024 Q1	$22.8K	Hold	2,000	–	–	﹤0.01%	825
2023 Q4	$13.8K	Buy	2,000 +1,000	+100%	+$8.85K	﹤0.01%	810
2023 Q3	$11.8K	Sell	1,000 -62	-6%	-$954	﹤0.01%	748
2023 Q2	$19.7K	Buy	1,062 +322	+44%	+$6.08K	﹤0.01%	680
2023 Q1	$1.27M	Buy	+740	New	+$15.5K	0.02%	279

Other funds holding EVTL

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EP Wealth Advisors's EVTL Position: Q3 2024 in Review

EP Wealth Advisors sold out of Vertical Aerospace (EVTL) in Q3 2024, closing a stake of 2,000 shares — an estimated $14.7K sold.

EP Wealth Advisors first reported a position in EVTL in Q1 2023 and held it in 6 quarters. The position peaked at $1.27M in Q1 2023. 6 funds tracked by Wall St. Rank hold EVTL as of Q3 2024.

EP Wealth Advisors reported no remaining Vertical Aerospace position as of Q3 2024 after selling out during the quarter.
EP Wealth Advisors sold 2,000 Vertical Aerospace shares in Q3 2024, an estimated $14.7K.
EP Wealth Advisors first reported a position in Vertical Aerospace in Q1 2023 and held it in 6 quarters.
EP Wealth Advisors's Vertical Aerospace position peaked at $1.27M in Q1 2023.
6 funds tracked by Wall St. Rank held Vertical Aerospace as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.