EverSource Wealth Advisors’s BioAtla BCAB Stock Holding History

EverSource Wealth Advisors’s Portfolio BCAB Stock Details BCAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$382	–	4038
2024 Q4	$382	Buy	13 +6	+86%	+$504	﹤0.01%	3280
2024 Q3	$579	Hold	7	–	–	﹤0.01%	2841
2024 Q2	$595	Buy	+7	New	+$833	﹤0.01%	2851
2024 Q1	–	Sell	-5	Closed	-$583	–	2906
2023 Q4	$583	Buy	+5	New	+$433	﹤0.01%	2498

Other funds holding BCAB

ACA

Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

EverSource Wealth Advisors's BCAB Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of BioAtla (BCAB) in Q1 2025, closing a stake of 13 shares — an estimated $382 sold.

EverSource Wealth Advisors first reported a position in BCAB in Q4 2023 and held it in 4 quarters. The position peaked at $595 in Q2 2024. 41 funds tracked by Wall St. Rank hold BCAB as of Q1 2025.

EverSource Wealth Advisors reported no remaining BioAtla position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 13 BioAtla shares in Q1 2025, an estimated $382.
EverSource Wealth Advisors first reported a position in BioAtla in Q4 2023 and held it in 4 quarters.
EverSource Wealth Advisors's BioAtla position peaked at $595 in Q2 2024.
41 funds tracked by Wall St. Rank held BioAtla as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.