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Financial Synergies Wealth Advisors’s Edgewise Therapeutics EWTX Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio EWTX Stock Details EWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-111
Closed -$2.02K – 192
2024
Q1 		$2.02K Buy
+111
New +$1.76K ﹤0.01% 328
2023
Q3 		– Sell
-83
Closed -$644 – 509
2023
Q2 		$644 Buy
+83
New +$700 ﹤0.01% 426

Other funds holding EWTX

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.99B AUM 737.95% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Financial Synergies Wealth Advisors's EWTX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Edgewise Therapeutics (EWTX) in Q2 2024, closing a stake of 111 shares — an estimated $2.02K sold.

Financial Synergies Wealth Advisors first reported a position in EWTX in Q2 2023 and held it in 2 quarters. The position peaked at $2.02K in Q1 2024. 140 funds tracked by Wall St. Rank hold EWTX as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Edgewise Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 111 Edgewise Therapeutics shares in Q2 2024, an estimated $2.02K.
  • Financial Synergies Wealth Advisors first reported a position in Edgewise Therapeutics in Q2 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's Edgewise Therapeutics position peaked at $2.02K in Q1 2024.
  • 140 funds tracked by Wall St. Rank held Edgewise Therapeutics as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.