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EverSource Wealth Advisors’s Alector ALEC Stock Holding History

EverSource Wealth Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91K Buy
887
+383
+76% +$769 ﹤0.01% 3663
2025
Q4 		$786 Sell
504
-684
-58% -$1.21K ﹤0.01% 3772
2025
Q3 		$3.52K Buy
1,188
+939
+377% +$2.07K ﹤0.01% 3300
2025
Q2 		$349 Sell
249
-705
-74% -$883 ﹤0.01% 3979
2025
Q1 		$1.17K Buy
954
+111
+13% +$181 ﹤0.01% 3170
2024
Q4 		$1.59K Buy
+843
New +$3.17K ﹤0.01% 2798
2023
Q4 		– Sell
-225
Closed -$1.46K – 2638
2023
Q3 		$1.46K Buy
+225
New +$1.46K ﹤0.01% 2098

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return