Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Lyell Immunopharma LYEL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-630
Closed -$6.78K – 3445
2025
Q1 		$6.78K Buy
+630
New +$7.72K ﹤0.01% 2964

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's LYEL Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Lyell Immunopharma (LYEL) in Q2 2025, closing a stake of 630 shares — an estimated $6.78K sold.

Wealth Enhancement Advisory Services first reported a position in LYEL in Q1 2025 and held it in 1 quarter. The position peaked at $6.78K in Q1 2025. 69 funds tracked by Wall St. Rank hold LYEL as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Lyell Immunopharma position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 630 Lyell Immunopharma shares in Q2 2025, an estimated $6.78K.
  • Wealth Enhancement Advisory Services first reported a position in Lyell Immunopharma in Q1 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Lyell Immunopharma position peaked at $6.78K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.