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Prestige Wealth Management Group’s Evolent Health EVH Stock Holding History

Prestige Wealth Management Group’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-200
Closed -$7K – 1161
2022
Q3 		$7K Buy
+200
New +$7.05K ﹤0.01% 484

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Prestige Wealth Management Group's EVH Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Evolent Health (EVH) in Q4 2022, closing a stake of 200 shares — an estimated $7K sold.

Prestige Wealth Management Group first reported a position in EVH in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 232 funds tracked by Wall St. Rank hold EVH as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining Evolent Health position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 200 Evolent Health shares in Q4 2022, an estimated $7K.
  • Prestige Wealth Management Group first reported a position in Evolent Health in Q3 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Evolent Health position peaked at $7K in Q3 2022.
  • 232 funds tracked by Wall St. Rank held Evolent Health as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.