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HHM Wealth Advisors’s Evotec EVO Stock Holding History

HHM Wealth Advisors’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-450
Closed -$2.16K – 797
2024
Q2 		$2.16K Buy
+450
New +$2.52K ﹤0.01% 699
2024
Q1 		– Sell
-450
Closed -$5.28K – 749
2023
Q4 		$5.28K Buy
+450
New +$4.41K ﹤0.01% 622

Other funds holding EVO

MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HHM Wealth Advisors's EVO Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Evotec (EVO) in Q3 2024, closing a stake of 450 shares — an estimated $2.16K sold.

HHM Wealth Advisors first reported a position in EVO in Q4 2023 and held it in 2 quarters. The position peaked at $5.28K in Q4 2023. 24 funds tracked by Wall St. Rank hold EVO as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Evotec position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 450 Evotec shares in Q3 2024, an estimated $2.16K.
  • HHM Wealth Advisors first reported a position in Evotec in Q4 2023 and held it in 2 quarters.
  • HHM Wealth Advisors's Evotec position peaked at $5.28K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Evotec as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.