Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Jan 28, 2022
5
$53.0 - $103.63 $265 - $518
General Electric CO
Q3 2021 Filed on Nov 09, 2021
3,714
N/A
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
279
$212.13 - $303.93 $59.2K - $84.8K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 09, 2021
30
N/A
APH
Amphenol Corp

Technology
Q3 2021 Filed on Nov 09, 2021
2,653
$67.39 - $77.49 $179K - $206K
BXP
Boston Properties Inc

Real Estate
Q3 2021 Filed on Nov 09, 2021
11,684
$108.11 - $118.71 $1.26M - $1.39M
CME
Cme Group Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
23
$185.84 - $214.7 $4.27K - $4.94K
FGEN
Fibrogen Inc

Healthcare
Q3 2021 Filed on Nov 09, 2021
245
$10.18 - $26.64 $2.49K - $6.53K
Maxim Integrated Prods Inc
Q3 2021 Filed on Nov 09, 2021
101
N/A
AVLR
Avalara, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
889
$146.49 - $189.88 $130K - $169K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 09, 2021
25
$302.92 - $479.5 $7.57K - $12K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
17,800
$35.59 - $53.13 $634K - $946K
XLU
Utilities Sector Spdr

ETFs
Q3 2021 Filed on Nov 09, 2021
1,307
$63.56 - $70.07 $83.1K - $91.6K
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
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
AFRM
Affirm Holdings, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
2,712
$55.86 - $128.37 $151K - $348K
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
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