Ropes Wealth Advisors’s Evolent Health EVH Stock Holding History

Ropes Wealth Advisors’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
2021 Q1	–	Sell	-90	Closed	-$1K	–	423
2020 Q4	$1K	Buy	+90	New	+$1.19K	﹤0.01%	715

Other funds holding EVH

Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ropes Wealth Advisors's EVH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Evolent Health (EVH) in Q1 2021, closing a stake of 90 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in EVH in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 168 funds tracked by Wall St. Rank hold EVH as of Q1 2021.

Ropes Wealth Advisors reported no remaining Evolent Health position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 90 Evolent Health shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Evolent Health in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Evolent Health position peaked at $1K in Q4 2020.
168 funds tracked by Wall St. Rank held Evolent Health as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.