Evercore Wealth Management’s Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares DNAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,000
Closed -$104K 437
2023
Q2
$104K Hold
10,000
﹤0.01% 406
2023
Q1
$102K Buy
+10,000
New +$102K ﹤0.01% 398

Evercore Wealth Management's DNAD Position: Q3 2023 in Review

Evercore Wealth Management sold out of Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares (DNAD) in Q3 2023, closing a stake of 10,000 shares — an estimated $104K sold.

Evercore Wealth Management first reported a position in DNAD in Q1 2023 and held it in 2 quarters. The position peaked at $104K in Q2 2023. 0 funds tracked by Wall St. Rank hold DNAD as of Q3 2023.

  • Evercore Wealth Management reported no remaining Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares position as of Q3 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 10,000 Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares shares in Q3 2023, an estimated $104K.
  • Evercore Wealth Management first reported a position in Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares in Q1 2023 and held it in 2 quarters.
  • Evercore Wealth Management's Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares position peaked at $104K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Social Capital Suvretta Holdings Corp. IV Class A Ordinary Shares as of Q3 2023.

Based on Evercore Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.