Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
397
$23.99 - $35.49 $9.52K - $14.1K
FLS
Flowserve Corp

Industrials
Q3 2021 Filed on Nov 09, 2021
84
$34.24 - $43.23 $2.88K - $3.63K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
1,175
$31.44 - $33.72 $36.9K - $39.6K
IYE
Ishares Tr

ETFs
Q3 2021 Filed on Nov 09, 2021
7,980
$24.81 - $29.6 $198K - $236K
Slack Technologies Inc
Q3 2021 Filed on Nov 09, 2021
2,000
N/A
USO
United States Oil Fund, LP

ETFs
Q3 2021 Filed on Nov 09, 2021
50
$43.43 - $52.91 $2.17K - $2.65K
DT
Dynatrace, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
228
$58.22 - $73.97 $13.3K - $16.9K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
3,000
$29.63 - $46.98 $88.9K - $141K
Cm Life Sciences Inc
Q3 2021 Filed on Nov 09, 2021
86,824
N/A
FSLY
Fastly, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
500
$39.22 - $58.02 $19.6K - $29K
OLN
Olin Corp

Basic Materials
Q3 2021 Filed on Nov 09, 2021
100
$40.91 - $51.99 $4.09K - $5.2K
Atlas Crest Invt Corp
Q3 2021 Filed on Nov 09, 2021
233,000
N/A
Churchill Capital Corp Iv
Q3 2021 Filed on Nov 09, 2021
1,150
N/A
SLV
I Shares Silver Trust

ETFs
Q3 2021 Filed on Nov 09, 2021
1,000
$19.95 - $24.55 $20K - $24.6K
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
0
$17.11 - $24.49 $0 - $0
Rodgers Silicon Valley Aq CO
Q3 2021 Filed on Nov 09, 2021
7,134,400
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
500
$29.84 - $54.22 $14.9K - $27.1K
Cm Life Sciences Ii Inc
Q3 2021 Filed on Nov 09, 2021
11,000
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
100
$36.96 - $48.79 $3.7K - $4.88K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q3 2021 Filed on Nov 09, 2021
100
$34.62 - $60.65 $3.46K - $6.07K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q2 2021 Filed on Jul 22, 2021
1,390
$47.07 - $50.59 $65.4K - $70.3K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Jul 22, 2021
35
$19.2 - $22.91 $672 - $802
Ishares Gold Tr
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,000
$8.94 - $10.16 $8.94K - $10.2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2021 Filed on Jul 22, 2021
9,828
$101.87 - $102.03 $1M - $1M
IT
Gartner Inc

Technology
Q2 2021 Filed on Jul 22, 2021
125
$186.6 - $243.19 $23.3K - $30.4K
Seagate Technology PLC
Q2 2021 Filed on Jul 22, 2021
44
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
50
$144.76 - $161.67 $7.24K - $8.08K
Varian Med Sys Inc
Q2 2021 Filed on Jul 22, 2021
14
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
756
$63.57 - $79.35 $48.1K - $60K
Apollo Global Mgmt Inc
Q2 2021 Filed on Jul 22, 2021
142
N/A
New Oriental Ed & Technology
Q2 2021 Filed on Jul 22, 2021
1,150
N/A
SAP
Sap Se

Technology
Q2 2021 Filed on Jul 22, 2021
146
$125.75 - $145.84 $18.4K - $21.3K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
92
$66.05 - $72.25 $6.08K - $6.65K
AYX
Alteryx, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
1,752
$74.91 - $89.41 $131K - $157K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
125
$115.23 - $148.13 $14.4K - $18.5K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
285
$32.22 - $44.59 $9.18K - $12.7K
ALLY
Ally Financial Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
471
$46.73 - $56.15 $22K - $26.4K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
1,500
$37.91 - $46.83 $56.9K - $70.2K
SLQT
Select Quote, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
397
$19.26 - $32.28 $7.65K - $12.8K
RGEN
Repligen Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
59
$165.87 - $220.95 $9.79K - $13K
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
155
$12.97 - $16.15 $2.01K - $2.5K
DDD
3 D Systems Corp

Technology
Q2 2021 Filed on Jul 22, 2021
500
$17.77 - $40.06 $8.89K - $20K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
269
$42.08 - $54.07 $11.3K - $14.5K
Arko Corp
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
131
$48.56 - $56.66 $6.36K - $7.42K
Aspen Technology Inc
Q2 2021 Filed on Jul 22, 2021
93
N/A
ATRI
Atrion Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
0
$582.88 - $670.99 $0 - $0
CHKP
Check Point Software Technologies LTD

Technology
Q2 2021 Filed on Jul 22, 2021
73
$113.6 - $120.97 $8.29K - $8.83K
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