LFA
EDVA

LGT Financial Advisors’s Endovia Health Sciences, Inc. EDVA Stock Holding History

LGT Financial Advisors’s Portfolio EDVA Stock Details EDVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-605
Closed -$57.1K – 965
2023
Q3 		$57.1K Buy
+605
New +$78.4K 0.07% 207

Other funds holding EDVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LGT Financial Advisors's EDVA Position: Q4 2023 in Review

LGT Financial Advisors sold out of Endovia Health Sciences, Inc. (EDVA) in Q4 2023, closing a stake of 605 shares — an estimated $57.1K sold.

LGT Financial Advisors first reported a position in EDVA in Q3 2023 and held it in 1 quarter. The position peaked at $57.1K in Q3 2023. 27 funds tracked by Wall St. Rank hold EDVA as of Q4 2023.

  • LGT Financial Advisors reported no remaining Endovia Health Sciences, Inc. position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 605 Endovia Health Sciences, Inc. shares in Q4 2023, an estimated $57.1K.
  • LGT Financial Advisors first reported a position in Endovia Health Sciences, Inc. in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Endovia Health Sciences, Inc. position peaked at $57.1K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.