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Evolution Wealth Advisors’s Wave Life Sciences WVE Stock Holding History

Evolution Wealth Advisors’s Portfolio WVE Stock Details WVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-137
Closed -$1K – 651
2019
Q4 		$1K Buy
137
+74
+117% +$1.81K ﹤0.01% 619
2019
Q3 		$1K Sell
63
-444
-88% -$10.2K ﹤0.01% 470
2019
Q2 		$13K Buy
+507
New +$14.2K 0.01% 159

Other funds holding WVE

RCM
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RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Advisors's WVE Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Wave Life Sciences (WVE) in Q1 2020, closing a stake of 137 shares — an estimated $1K sold.

Evolution Wealth Advisors first reported a position in WVE in Q2 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 78 funds tracked by Wall St. Rank hold WVE as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Wave Life Sciences position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 137 Wave Life Sciences shares in Q1 2020, an estimated $1K.
  • Evolution Wealth Advisors first reported a position in Wave Life Sciences in Q2 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's Wave Life Sciences position peaked at $13K in Q2 2019.
  • 78 funds tracked by Wall St. Rank held Wave Life Sciences as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.