Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EURN
Euronav Nv

Energy
Q3 2020 Filed on Oct 15, 2020
180,000
$8.15 - $10.31 $1.47M - $1.86M
EEFT
Euronet Worldwide, Inc.

Technology
Q3 2020 Filed on Oct 15, 2020
1,080
$87.63 - $106.31 $94.6K - $115K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 15, 2020
14
$55.78 - $65.34 $781 - $915
Proshares Tr
Q3 2020 Filed on Oct 15, 2020
3,000
N/A
PTC
Ptc Inc.

Technology
Q3 2020 Filed on Oct 15, 2020
1,749
$76.59 - $97.6 $134K - $171K
SDGR
Schrodinger, Inc.

Healthcare
Q3 2020 Filed on Oct 15, 2020
150
$46.87 - $93.33 $7.03K - $14K
STNG
Scorpio Tankers Inc.

Energy
Q3 2020 Filed on Oct 15, 2020
89,500
$10.72 - $13.9 $959K - $1.24M
TNK
Teekay Tankers Ltd.

Energy
Q3 2020 Filed on Oct 15, 2020
101,300
$10.4 - $15.9 $1.05M - $1.61M
T Mobile Us Inc
Q3 2020 Filed on Oct 15, 2020
22
N/A
TREX
Trex CO Inc

Industrials
Q3 2020 Filed on Oct 15, 2020
500
$61.37 - $77.84 $30.7K - $38.9K
UONE
Urban One, Inc.

Communication Services
Q3 2020 Filed on Oct 15, 2020
25
$3.43 - $19.63 $85.8 - $491
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Jul 27, 2020
14,000
N/A
HEWJ
Ishares Currency Hedged Msci J

ETFs
Q2 2020 Filed on Jul 27, 2020
4,350
$25.84 - $32.18 $112K - $140K
ALB
Albemarle Corp

Basic Materials
Q2 2020 Filed on Jul 27, 2020
0
$52.7 - $86.74 $0 - $0
Allergan PLC
Q2 2020 Filed on Jul 27, 2020
144
N/A
Raytheon CO
Q2 2020 Filed on Jul 27, 2020
49
N/A
UHS
Universal Health Services Inc

Healthcare
Q2 2020 Filed on Jul 27, 2020
124
$85.38 - $111.21 $10.6K - $13.8K
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Jul 27, 2020
40
$48.68 - $68.31 $1.95K - $2.73K
ABB
Abb LTD

Industrials
Q2 2020 Filed on Jul 27, 2020
405
$16.47 - $22.56 $6.67K - $9.14K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Jul 27, 2020
28
$48.54 - $87.1 $1.36K - $2.44K
Direxion Shs ETF Tr
Q2 2020 Filed on Jul 27, 2020
3,405,627
N/A
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Jul 27, 2020
147
$27.21 - $33.9 $4K - $4.98K
MFC
Manulife Financial Corp

Financial Services
Q2 2020 Filed on Jul 27, 2020
500
$11.34 - $15.04 $5.67K - $7.52K
ON
On Semiconductor Corp

Technology
Q2 2020 Filed on Jul 27, 2020
10,895
$10.94 - $20.82 $119K - $227K
Royal Dutch Shell PLC
Q2 2020 Filed on Jul 27, 2020
155
N/A
Telefonica Brasil Sa
Q2 2020 Filed on Jul 27, 2020
365
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2020 Filed on Jul 27, 2020
85
$115.0 - $132.07 $9.78K - $11.2K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Jul 27, 2020
185
$32.25 - $44.19 $5.97K - $8.18K
Unilever N V
Q2 2020 Filed on Jul 27, 2020
165
N/A
UBS
Ubs Group Ag

Financial Services
Q2 2020 Filed on Jul 27, 2020
400
$8.84 - $11.95 $3.54K - $4.78K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Jul 27, 2020
1,008
$4.78 - $8.26 $4.82K - $8.33K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2020 Filed on Jul 27, 2020
11,777
$31.16 - $40.84 $367K - $481K
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
14,503
N/A
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
10,439
N/A
J P Morgan Exchange Traded F
Q2 2020 Filed on Jul 27, 2020
13,345
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q2 2020 Filed on Jul 27, 2020
556
$37.24 - $48.52 $20.7K - $27K
TVIXF
Credit Suisse Ag
Q2 2020 Filed on Jul 27, 2020
8,350
$108.5 - $367.0 $906K - $3.06M
EPAM
Epam Systems, Inc.

Technology
Q2 2020 Filed on Jul 27, 2020
170
$161.57 - $253.68 $27.5K - $43.1K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
Q2 2020 Filed on Jul 27, 2020
736
$16.6 - $25.25 $12.2K - $18.6K
Myokardia Inc
Q2 2020 Filed on Jul 27, 2020
175
N/A
Proshares Tr Ii
Q2 2020 Filed on Jul 27, 2020
5,000
N/A
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2020 Filed on Jul 27, 2020
2,430
N/A
Avon Prods Inc
Q1 2020 Filed on Apr 22, 2020
4,200
N/A
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 22, 2020
4,338
$36.81 - $61.96 $160K - $269K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2020 Filed on Apr 22, 2020
29
$104.32 - $195.28 $3.03K - $5.66K
ROK
Rockwell Automation, Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
21
$120.68 - $209.37 $2.53K - $4.4K
Spdr Series Trust
Q1 2020 Filed on Apr 22, 2020
835
N/A
United Technologies Corp
Q1 2020 Filed on Apr 22, 2020
97
N/A
Vaneck Vectors ETF Trust
Q1 2020 Filed on Apr 22, 2020
3,080
N/A
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