Halpern Financial’s Evolus EOLS Stock Holding History

Halpern Financial’s Portfolio EOLS Stock Details EOLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-500	Closed	-$6.79K	–	228
2024 Q1	$6.79K	Hold	500	–	–	﹤0.01%	175
2023 Q4	$5.08K	Hold	500	–	–	﹤0.01%	201
2023 Q3	$4.57K	Hold	500	–	–	﹤0.01%	186
2023 Q2	$3.63K	Hold	500	–	–	﹤0.01%	229
2023 Q1	$4.23K	Hold	500	–	–	﹤0.01%	156
2022 Q4	$3.75K	Hold	500	–	–	﹤0.01%	162
2022 Q3	$4.03K	Hold	500	–	–	﹤0.01%	172
2022 Q2	$5.8K	Hold	500	–	–	﹤0.01%	192
2022 Q1	$5.61K	Hold	500	–	–	﹤0.01%	186
2021 Q4	$3.25K	Hold	500	–	–	﹤0.01%	216
2021 Q3	$3.81K	Hold	500	–	–	﹤0.01%	222
2021 Q2	$6.33K	Hold	500	–	–	﹤0.01%	171
2021 Q1	$6.5K	Sell	500 -350	-41%	-$3.23K	﹤0.01%	164
2020 Q4	$2.86K	Hold	850	–	–	﹤0.01%	173
2020 Q3	$3.32K	Hold	850	–	–	﹤0.01%	171
2020 Q2	$4.5K	Hold	850	–	–	﹤0.01%	134
2020 Q1	$3.53K	Hold	850	–	–	﹤0.01%	133
2019 Q4	$10.3K	Buy	+850	New	+$12K	0.01%	122

Other funds holding EOLS

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

GPP

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's EOLS Position: Q2 2024 in Review

Halpern Financial sold out of Evolus (EOLS) in Q2 2024, closing a stake of 500 shares — an estimated $6.79K sold.

Halpern Financial first reported a position in EOLS in Q4 2019 and held it in 18 quarters. The position peaked at $10.3K in Q4 2019. 156 funds tracked by Wall St. Rank hold EOLS as of Q2 2024.

Halpern Financial reported no remaining Evolus position as of Q2 2024 after selling out during the quarter.
Halpern Financial sold 500 Evolus shares in Q2 2024, an estimated $6.79K.
Halpern Financial first reported a position in Evolus in Q4 2019 and held it in 18 quarters.
Halpern Financial's Evolus position peaked at $10.3K in Q4 2019.
156 funds tracked by Wall St. Rank held Evolus as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.