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V Wealth Advisors’s Evolent Health EVH Stock Holding History

V 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
Q4 		– Sell
-16,000
Closed -$496K – 496
2021
Q3 		$496K Sell
16,000
-10,600
-40% -$254K 0.08% 269
2021
Q2 		$562K Buy
+26,600
New +$533K 0.09% 249

Other funds holding EVH

EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

V Wealth Advisors's EVH Position: Q4 2021 in Review

V Wealth Advisors sold out of Evolent Health (EVH) in Q4 2021, closing a stake of 16,000 shares — an estimated $496K sold.

V Wealth Advisors first reported a position in EVH in Q2 2021 and held it in 2 quarters. The position peaked at $562K in Q2 2021. 207 funds tracked by Wall St. Rank hold EVH as of Q4 2021.

  • V Wealth Advisors reported no remaining Evolent Health position as of Q4 2021 after selling out during the quarter.
  • V Wealth Advisors sold 16,000 Evolent Health shares in Q4 2021, an estimated $496K.
  • V Wealth Advisors first reported a position in Evolent Health in Q2 2021 and held it in 2 quarters.
  • V Wealth Advisors's Evolent Health position peaked at $562K in Q2 2021.
  • 207 funds tracked by Wall St. Rank held Evolent Health as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.