SWM
EVFM

Selective Wealth Management’s Evofem Biosciences, Inc. Common Stock EVFM Stock Holding History

Selective Wealth Management’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
-1
Closed – – 849
2022
Q2 		$0 Hold
1
– – ﹤0.01% 844
2022
Q1 		$0 Hold
1
– – ﹤0.01% 811
2021
Q4 		$0 Hold
1
– – ﹤0.01% 708
2021
Q3 		$0 Hold
1
– – ﹤0.01% 625
2021
Q2 		$0 Hold
1
– – ﹤0.01% 564
2021
Q1 		$0 Hold
1
– – ﹤0.01% 437
2020
Q4 		$0 Hold
1
– – ﹤0.01% 384
2020
Q3 		$0 Hold
1
– – ﹤0.01% 429
2020
Q2 		$0 Buy
+1
New +$67 ﹤0.01% 435

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

Selective Wealth Management's EVFM Position: Q3 2022 in Review

Selective Wealth Management sold out of Evofem Biosciences, Inc. Common Stock (EVFM) in Q3 2022, closing a stake of 1 share.

Selective Wealth Management first reported a position in EVFM in Q2 2020 and held it in 9 quarters. The position peaked at $0 in Q2 2022. 8 funds tracked by Wall St. Rank hold EVFM as of Q3 2022.

  • Selective Wealth Management reported no remaining Evofem Biosciences, Inc. Common Stock position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1 Evofem Biosciences, Inc. Common Stock share in Q3 2022.
  • Selective Wealth Management first reported a position in Evofem Biosciences, Inc. Common Stock in Q2 2020 and held it in 9 quarters.
  • Selective Wealth Management'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 Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.