Williams Jones Wealth Management’s Epizyme, Inc EPZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,555
Closed -$23K 601
2022
Q2
$23K Buy
15,555
+4,500
+41% +$3.31K ﹤0.01% 560
2022
Q1
$13K Hold
11,055
﹤0.01% 525
2021
Q4
$28K Sell
11,055
-76,745
-87% -$302K ﹤0.01% 489
2021
Q3
$450K Sell
87,800
-40,498
-32% -$246K 0.01% 336
2021
Q2
$1.07M Buy
128,298
+2,000
+2% +$16.9K 0.01% 243
2021
Q1
$1.1M Sell
126,298
-15,021
-11% -$155K 0.02% 238
2020
Q4
$1.53M Buy
141,319
+14,164
+11% +$175K 0.03% 206
2020
Q3
$1.52M Buy
+127,155
New +$1.7M 0.03% 180

Other funds holding EPZM

Williams Jones Wealth Management's EPZM Position: Q3 2022 in Review

Williams Jones Wealth Management sold out of Epizyme, Inc (EPZM) in Q3 2022, closing a stake of 15,555 shares — an estimated $23K sold.

Williams Jones Wealth Management first reported a position in EPZM in Q3 2020 and held it in 8 quarters. The position peaked at $1.53M in Q4 2020. 0 funds tracked by Wall St. Rank hold EPZM as of Q3 2022.

  • Williams Jones Wealth Management reported no remaining Epizyme, Inc position as of Q3 2022 after selling out during the quarter.
  • Williams Jones Wealth Management sold 15,555 Epizyme, Inc shares in Q3 2022, an estimated $23K.
  • Williams Jones Wealth Management first reported a position in Epizyme, Inc in Q3 2020 and held it in 8 quarters.
  • Williams Jones Wealth Management's Epizyme, Inc position peaked at $1.53M in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Epizyme, Inc as of Q3 2022.

Based on Williams Jones Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.