SPIA
EDVA

Steward Partners Investment Advisory’s Endovia Health Sciences, Inc. EDVA Stock Holding History

Steward Partners Investment Advisory’s Portfolio EDVA Stock Details EDVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-513
Closed -$45.3K – 3658
2023
Q4 		$45.3K Sell
513
-401
-44% -$38.2K ﹤0.01% 2042
2023
Q3 		$86.3K Buy
+914
New +$118K ﹤0.01% 1647

Other funds holding EDVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Advisory's EDVA Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Endovia Health Sciences, Inc. (EDVA) in Q1 2024, closing a stake of 513 shares — an estimated $45.3K sold.

Steward Partners Investment Advisory first reported a position in EDVA in Q3 2023 and held it in 2 quarters. The position peaked at $86.3K in Q3 2023. 28 funds tracked by Wall St. Rank hold EDVA as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Endovia Health Sciences, Inc. position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 513 Endovia Health Sciences, Inc. shares in Q1 2024, an estimated $45.3K.
  • Steward Partners Investment Advisory first reported a position in Endovia Health Sciences, Inc. in Q3 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Endovia Health Sciences, Inc. position peaked at $86.3K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.