VFA
EPZM

Valeo Financial Advisors’s Epizyme, Inc EPZM Stock Holding History

Valeo Financial Advisors’s Portfolio EPZM Stock Details EPZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-5
Closed – – 2043
2021
Q1 		$0 Hold
5
– – ﹤0.01% 2247
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1919
2020
Q3 		$0 Hold
5
– – ﹤0.01% 2247
2020
Q2 		$0 Hold
5
– – ﹤0.01% 2202
2020
Q1 		$0 Hold
5
– – ﹤0.01% 1967
2019
Q4 		$0 Hold
5
– – ﹤0.01% 1760
2019
Q3 		$0 Hold
5
– – ﹤0.01% 1715
2019
Q2 		$0 Hold
5
– – ﹤0.01% 1692
2019
Q1 		$0 Hold
5
– – ﹤0.01% 1660
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1800
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1903
2018
Q2 		$0 Hold
5
– – ﹤0.01% 1796
2018
Q1 		$0 Buy
+5
New +$84 ﹤0.01% 1622

Other funds holding EPZM

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return

Valeo Financial Advisors's EPZM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Epizyme, Inc (EPZM) in Q2 2021, closing a stake of 5 shares.

Valeo Financial Advisors first reported a position in EPZM in Q1 2018 and held it in 13 quarters. The position peaked at $0 in Q1 2021. 126 funds tracked by Wall St. Rank hold EPZM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Epizyme, Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 5 Epizyme, Inc shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Epizyme, Inc in Q1 2018 and held it in 13 quarters.
  • Valeo Financial Advisors's Epizyme, Inc position peaked at $0 in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Epizyme, Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.