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Evolution Wealth Advisors’s Olema Pharmaceuticals OLMA Stock Holding History

Evolution Wealth Advisors’s Portfolio OLMA Stock Details OLMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-126
Closed -$3K – 481
2021
Q3 		$3K Sell
126
-190
-60% -$5.13K ﹤0.01% 618
2021
Q2 		$9K Buy
+316
New +$8.99K ﹤0.01% 424

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BlackRock
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CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
RCM
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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
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Olema Pharmaceuticals (OLMA) in Q4 2021, closing a stake of 126 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in OLMA in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 97 funds tracked by Wall St. Rank hold OLMA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Olema Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 126 Olema Pharmaceuticals shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Olema Pharmaceuticals in Q2 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's Olema Pharmaceuticals position peaked at $9K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q4 2021.

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