MA
EVFM

Montag & Associates’s Evofem Biosciences, Inc. Common Stock EVFM Stock Holding History

Montag & Associates’s Portfolio EVFM Stock Details EVFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed – – 911
2022
Q2 		$0 Sell
7
-1
-13% -$2 ﹤0.01% 870
2022
Q1 		$0 Hold
8
– – ﹤0.01% 896
2021
Q4 		$0 Hold
8
– – ﹤0.01% 928
2021
Q3 		$0 Hold
8
– – ﹤0.01% 902
2021
Q2 		$0 Hold
8
– – ﹤0.01% 900
2021
Q1 		$0 Hold
8
– – ﹤0.01% 898
2020
Q4 		$0 Buy
+8
New +$289 ﹤0.01% 792

Other funds holding EVFM

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Montag & Associates's EVFM Position: Q3 2022 in Review

Montag & Associates sold out of Evofem Biosciences, Inc. Common Stock (EVFM) in Q3 2022, closing a stake of 7 shares.

Montag & Associates first reported a position in EVFM in Q4 2020 and held it in 7 quarters. The position peaked at $0 in Q2 2022. 8 funds tracked by Wall St. Rank hold EVFM as of Q3 2022.

  • Montag & Associates reported no remaining Evofem Biosciences, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Montag & Associates sold 7 Evofem Biosciences, Inc. Common Stock shares in Q3 2022.
  • Montag & Associates first reported a position in Evofem Biosciences, Inc. Common Stock in Q4 2020 and held it in 7 quarters.
  • Montag & Associates's Evofem Biosciences, Inc. Common Stock position peaked at $0 in Q2 2022.
  • 8 funds tracked by Wall St. Rank held Evofem Biosciences, Inc. Common Stock as of Q3 2022.

Based on Montag & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.