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Patriot Financial Group Insurance Agency’s Evolus EOLS Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q3 		– Sell
-1,500
Closed -$8K – 1715
2020
Q2 		$8K Hold
1,500
– – ﹤0.01% 1029
2020
Q1 		$6K Hold
1,500
– – ﹤0.01% 1006
2019
Q4 		$18K Hold
1,500
– – 0.01% 707
2019
Q3 		$23K Hold
1,500
– – 0.01% 604
2019
Q2 		$21K Hold
1,500
– – 0.01% 630
2019
Q1 		$34K Buy
1,500
+500
+50% +$10.8K 0.02% 444
2018
Q4 		$12K Hold
1,000
– – 0.01% 575
2018
Q3 		$19K Hold
1,000
– – 0.01% 490
2018
Q2 		$28K Buy
+1,000
New +$17.7K 0.03% 239

Other funds holding EOLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EOLS Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Evolus (EOLS) in Q3 2020, closing a stake of 1,500 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in EOLS in Q2 2018 and held it in 9 quarters. The position peaked at $34K in Q1 2019. 87 funds tracked by Wall St. Rank hold EOLS as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Evolus position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,500 Evolus shares in Q3 2020, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Evolus in Q2 2018 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Evolus position peaked at $34K in Q1 2019.
  • 87 funds tracked by Wall St. Rank held Evolus as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.