EWA
BOLD

EverSource Wealth Advisors’s Boundless Bio BOLD Stock Holding History

EverSource Wealth Advisors’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$2 – 4500
2025
Q2 		$2 Sell
2
-1
-33% -$1 ﹤0.01% 4245
2025
Q1 		$5 Buy
+3
New +$6 ﹤0.01% 4006

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

EverSource Wealth Advisors's BOLD Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Boundless Bio (BOLD) in Q3 2025, closing a stake of 2 shares — an estimated $2 sold.

EverSource Wealth Advisors first reported a position in BOLD in Q1 2025 and held it in 2 quarters. The position peaked at $5 in Q1 2025. 35 funds tracked by Wall St. Rank hold BOLD as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Boundless Bio position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2 Boundless Bio shares in Q3 2025, an estimated $2.
  • EverSource Wealth Advisors first reported a position in Boundless Bio in Q1 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Boundless Bio position peaked at $5 in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Boundless Bio as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.