Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BGNE
Bei Gene, Ltd.

Healthcare
Q1 2020 Filed on Apr 22, 2020
86
$121.84 - $173.19 $10.5K - $14.9K
KMX
Carmax Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
31
$44.27 - $101.9 $1.37K - $3.16K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
48
$29.83 - $64.25 $1.43K - $3.08K
CNP
Centerpoint Energy Inc

Utilities
Q1 2020 Filed on Apr 22, 2020
58
$12.1 - $27.18 $702 - $1.58K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2020 Filed on Apr 22, 2020
39
$21.14 - $46.4 $824 - $1.81K
Cimarex Energy CO
Q1 2020 Filed on Apr 22, 2020
94
N/A
CTAS
Cintas Corp

Industrials
Q1 2020 Filed on Apr 22, 2020
12
$157.06 - $304.26 $1.88K - $3.65K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
19
$34.16 - $122.45 $649 - $2.33K
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on Apr 22, 2020
54
$25.25 - $85.85 $1.36K - $4.64K
DISH
Dish Network Corp

Communication Services
Q1 2020 Filed on Apr 22, 2020
52
$18.15 - $41.29 $944 - $2.15K
DXC
Dxc Technology CO

Technology
Q1 2020 Filed on Apr 22, 2020
77
$9.31 - $36.76 $717 - $2.83K
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on Apr 22, 2020
128
$38.08 - $77.87 $4.87K - $9.97K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
14
$74.61 - $115.43 $1.04K - $1.62K
FITB
Fifth Third Bancorp

Financial Services
Q1 2020 Filed on Apr 22, 2020
124
$11.67 - $31.02 $1.45K - $3.85K
HAL
Halliburton CO

Energy
Q1 2020 Filed on Apr 22, 2020
346
$4.61 - $25.39 $1.6K - $8.78K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
22
$44.73 - $105.78 $984 - $2.33K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 22, 2020
381
$10.23 - $24.56 $3.9K - $9.36K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
48
$56.68 - $113.92 $2.72K - $5.47K
HOLX
Hologic Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
47
$29.38 - $54.65 $1.38K - $2.57K
HPQ
Hp Inc

Technology
Q1 2020 Filed on Apr 22, 2020
92
$13.11 - $23.35 $1.21K - $2.15K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
171
$7.0 - $14.99 $1.2K - $2.56K
Immunomedics Inc
Q1 2020 Filed on Apr 22, 2020
579
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 22, 2020
37
N/A
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2020 Filed on Apr 22, 2020
14
$94.28 - $142.67 $1.32K - $2K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
94
$12.52 - $25.06 $1.18K - $2.36K
IRM
Iron Mountain Inc

Real Estate
Q1 2020 Filed on Apr 22, 2020
96
$22.4 - $34.45 $2.15K - $3.31K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
697
$8.58 - $14.01 $5.98K - $9.76K
JEF
Jefferies Financial Group Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
105
$12.25 - $23.72 $1.29K - $2.49K
KEY
Keycorp

Financial Services
Q1 2020 Filed on Apr 22, 2020
141
$8.16 - $20.26 $1.15K - $2.86K
LEN
Lennar Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
55
$29.35 - $71.22 $1.61K - $3.92K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
62
$13.9 - $35.8 $862 - $2.22K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
15
$58.66 - $143.81 $880 - $2.16K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
114
$10.55 - $20.53 $1.2K - $2.34K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
58
$15.34 - $42.2 $890 - $2.45K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
99
$260.92 - $441.07 $25.8K - $43.7K
OMC
Omnicom Group Inc.

Communication Services
Q1 2020 Filed on Apr 22, 2020
78
$48.3 - $80.49 $3.77K - $6.28K
PAYX
Paychex Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
51
$50.39 - $90.23 $2.57K - $4.6K
PNR
Pentair PLC

Industrials
Q1 2020 Filed on Apr 22, 2020
55
$22.85 - $47.29 $1.26K - $2.6K
RJF
Raymond James Financial Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
25
$36.73 - $67.51 $918 - $1.69K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
52
$41.18 - $79.88 $2.14K - $4.15K
RHI
Robert Half International Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
38
$34.17 - $63.75 $1.3K - $2.42K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
26
$72.03 - $172.53 $1.87K - $4.49K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
67
$10.58 - $29.47 $709 - $1.97K
WVE
Wave Life Sciences Ltd.

Healthcare
Q1 2020 Filed on Apr 22, 2020
137
$6.94 - $14.22 $951 - $1.95K
Wellcare Health Plans Inc
Q1 2020 Filed on Apr 22, 2020
35
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
15
$64.22 - $156.67 $963 - $2.35K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
42
$56.52 - $106.78 $2.37K - $4.48K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
26
$45.15 - $88.78 $1.17K - $2.31K
ALC
Alcon Inc

Healthcare
Q1 2020 Filed on Apr 22, 2020
67
$39.86 - $63.46 $2.67K - $4.25K
Track This Portfolio

Track Evolution Wealth Advisors, LLC Portfolio

Follow Evolution Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email