EWA
EPIX

Evolution Wealth Advisors’s ESSA Pharma EPIX Stock Holding History

Evolution Wealth Advisors’s Portfolio EPIX Stock Details EPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-287
Closed -$2K – 305
2021
Q3 		$2K Sell
287
-5
-2% -$79 ﹤0.01% 641
2021
Q2 		$8K Buy
292
+24
+9% +$698 ﹤0.01% 439
2021
Q1 		$8K Buy
+268
New +$6.23K ﹤0.01% 449

Other funds holding EPIX

BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $624M AUM 250.2% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Evolution Wealth Advisors's EPIX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of ESSA Pharma (EPIX) in Q4 2021, closing a stake of 287 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in EPIX in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 60 funds tracked by Wall St. Rank hold EPIX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining ESSA Pharma position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 287 ESSA Pharma shares in Q4 2021, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in ESSA Pharma in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's ESSA Pharma position peaked at $8K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held ESSA Pharma as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.