EWA
ABCM

EverSource Wealth Advisors’s Abcam PLC ABCM Stock Holding History

EverSource Wealth Advisors’s Portfolio ABCM Stock Details ABCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-896
Closed -$20.3K – 2769
2023
Q3 		$20.3K Hold
896
– – ﹤0.01% 1122
2023
Q2 		$21.9K Buy
+896
New +$15.5K ﹤0.01% 1122

Other funds holding ABCM

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's ABCM Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Abcam PLC (ABCM) in Q4 2023, closing a stake of 896 shares — an estimated $20.3K sold.

EverSource Wealth Advisors first reported a position in ABCM in Q2 2023 and held it in 2 quarters. The position peaked at $21.9K in Q2 2023. 2 funds tracked by Wall St. Rank hold ABCM as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Abcam PLC position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 896 Abcam PLC shares in Q4 2023, an estimated $20.3K.
  • EverSource Wealth Advisors first reported a position in Abcam PLC in Q2 2023 and held it in 2 quarters.
  • EverSource Wealth Advisors's Abcam PLC position peaked at $21.9K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held Abcam PLC as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.