Spire Wealth Management’s Evogene EVGN Stock Holding History

Spire Wealth Management’s Portfolio EVGN Stock Details EVGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-150	Closed	-$1K	–	2301
2022 Q2	$1K	Sell	150 -150	-50%	-$1.47K	﹤0.01%	2496
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	2277
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	2558
2021 Q3	$8K	Hold	300	–	–	﹤0.01%	2150
2021 Q2	$10K	Hold	300	–	–	﹤0.01%	2108
2021 Q1	$15K	Buy	+300	New	+$18.6K	﹤0.01%	2258

Other funds holding EVGN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

SCM

Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EVC

Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Spire Wealth Management's EVGN Position: Q3 2022 in Review

Spire Wealth Management sold out of Evogene (EVGN) in Q3 2022, closing a stake of 150 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in EVGN in Q1 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2021. 26 funds tracked by Wall St. Rank hold EVGN as of Q3 2022.

Spire Wealth Management reported no remaining Evogene position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 150 Evogene shares in Q3 2022, an estimated $1K.
Spire Wealth Management first reported a position in Evogene in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Evogene position peaked at $15K in Q1 2021.
26 funds tracked by Wall St. Rank held Evogene as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.