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Raffa Wealth Management’s Evolent Health EVH Stock Holding History

Raffa Wealth Management’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
2017
Q3 		– Sell
-31
Closed -$786 – 308
2017
Q2 		$786 Buy
+31
New +$746 ﹤0.01% 378

Other funds holding EVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return

Raffa Wealth Management's EVH Position: Q3 2017 in Review

Raffa Wealth Management sold out of Evolent Health (EVH) in Q3 2017, closing a stake of 31 shares — an estimated $786 sold.

Raffa Wealth Management first reported a position in EVH in Q2 2017 and held it in 1 quarter. The position peaked at $786 in Q2 2017. 166 funds tracked by Wall St. Rank hold EVH as of Q3 2017.

  • Raffa Wealth Management reported no remaining Evolent Health position as of Q3 2017 after selling out during the quarter.
  • Raffa Wealth Management sold 31 Evolent Health shares in Q3 2017, an estimated $786.
  • Raffa Wealth Management first reported a position in Evolent Health in Q2 2017 and held it in 1 quarter.
  • Raffa Wealth Management's Evolent Health position peaked at $786 in Q2 2017.
  • 166 funds tracked by Wall St. Rank held Evolent Health as of Q3 2017.

Based on Raffa Wealth Management's 13F filing for Q3 2017, filed 27 Jul 2026.