EWA
CDMO

EverSource Wealth Advisors’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History

EverSource Wealth Advisors’s Portfolio CDMO Stock Details CDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18
Closed -$222 – 4209
2024
Q4 		$222 Buy
+18
New +$206 ﹤0.01% 3420

Other funds holding CDMO

TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Avid Bioservices, Inc. Common Stock (CDMO) in Q1 2025, closing a stake of 18 shares — an estimated $222 sold.

EverSource Wealth Advisors first reported a position in CDMO in Q4 2024 and held it in 1 quarter. The position peaked at $222 in Q4 2024. 2 funds tracked by Wall St. Rank hold CDMO as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Avid Bioservices, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 18 Avid Bioservices, Inc. Common Stock shares in Q1 2025, an estimated $222.
  • EverSource Wealth Advisors first reported a position in Avid Bioservices, Inc. Common Stock in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Avid Bioservices, Inc. Common Stock position peaked at $222 in Q4 2024.
  • 2 funds tracked by Wall St. Rank held Avid Bioservices, Inc. Common Stock as of Q1 2025.

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