Wealth Enhancement Advisory Services
STVN icon

Wealth Enhancement Advisory Services’s Stevanato STVN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio STVN Stock Details STVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,904
Closed -$222K – 2700
2024
Q1 		$222K Buy
+6,904
New +$210K ﹤0.01% 2124

Other funds holding STVN

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's STVN Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Stevanato (STVN) in Q2 2024, closing a stake of 6,904 shares — an estimated $222K sold.

Wealth Enhancement Advisory Services first reported a position in STVN in Q1 2024 and held it in 1 quarter. The position peaked at $222K in Q1 2024. 134 funds tracked by Wall St. Rank hold STVN as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Stevanato position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,904 Stevanato shares in Q2 2024, an estimated $222K.
  • Wealth Enhancement Advisory Services first reported a position in Stevanato in Q1 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Stevanato position peaked at $222K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Stevanato as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.