EWA
CBAY

EverSource Wealth Advisors’s Cymabay Therapeutics CBAY Stock Holding History

EverSource Wealth Advisors’s Portfolio CBAY Stock Details CBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-786
Closed -$18.6K – 3020
2023
Q4 		$18.6K Buy
786
+277
+54% +$4.93K ﹤0.01% 1266
2023
Q3 		$7.59K Sell
509
-89
-15% -$1.18K ﹤0.01% 1527
2023
Q2 		$6.55K Sell
598
-81
-12% -$754 ﹤0.01% 1616
2023
Q1 		$5.92K Sell
679
-634
-48% -$5.08K ﹤0.01% 1586
2022
Q4 		$8.23K Sell
1,313
-389
-23% -$1.48K ﹤0.01% 1402
2022
Q3 		$6K Hold
1,702
– – ﹤0.01% 1333
2022
Q2 		$5K Buy
+1,702
New +$4.07K ﹤0.01% 1298
2022
Q1 		– Sell
-1,050
Closed -$4K – 1890
2021
Q4 		$4K Buy
+1,050
New +$3.99K ﹤0.01% 1378

Other funds holding CBAY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's CBAY Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Cymabay Therapeutics (CBAY) in Q1 2024, closing a stake of 786 shares — an estimated $18.6K sold.

EverSource Wealth Advisors first reported a position in CBAY in Q4 2021 and held it in 8 quarters. The position peaked at $18.6K in Q4 2023. 1 fund tracked by Wall St. Rank holds CBAY as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Cymabay Therapeutics position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 786 Cymabay Therapeutics shares in Q1 2024, an estimated $18.6K.
  • EverSource Wealth Advisors first reported a position in Cymabay Therapeutics in Q4 2021 and held it in 8 quarters.
  • EverSource Wealth Advisors's Cymabay Therapeutics position peaked at $18.6K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Cymabay Therapeutics as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.