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Kestra Private Wealth Services’s Evolus EOLS Stock Holding History

Kestra Private Wealth Services’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
2021
Q3 		– Sell
-10,500
Closed -$133K – 938
2021
Q2 		$133K Sell
10,500
-1,100
-9% -$12.1K 0.01% 842
2021
Q1 		$151K Buy
+11,600
New +$107K 0.01% 761

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Vanguard Group
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Private Wealth Services's EOLS Position: Q3 2021 in Review

Kestra Private Wealth Services sold out of Evolus (EOLS) in Q3 2021, closing a stake of 10,500 shares — an estimated $133K sold.

Kestra Private Wealth Services first reported a position in EOLS in Q1 2021 and held it in 2 quarters. The position peaked at $151K in Q1 2021. 113 funds tracked by Wall St. Rank hold EOLS as of Q3 2021.

  • Kestra Private Wealth Services reported no remaining Evolus position as of Q3 2021 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,500 Evolus shares in Q3 2021, an estimated $133K.
  • Kestra Private Wealth Services first reported a position in Evolus in Q1 2021 and held it in 2 quarters.
  • Kestra Private Wealth Services's Evolus position peaked at $151K in Q1 2021.
  • 113 funds tracked by Wall St. Rank held Evolus as of Q3 2021.

Based on Kestra Private Wealth Services's 13F filing for Q3 2021, filed 21 Oct 2021.