Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Aon PLC
Q1 2020 Filed on Apr 22, 2020
37
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
222
$33.55 - $96.31 $7.45K - $21.4K
Discovery Inc
Q1 2020 Filed on Apr 22, 2020
109
N/A
EMN
Eastman Chemical CO

Basic Materials
Q1 2020 Filed on Apr 22, 2020
49
$38.39 - $78.67 $1.88K - $3.85K
ET
Energy Transfer LP

Energy
Q1 2020 Filed on Apr 22, 2020
721
$4.53 - $13.68 $3.27K - $9.86K
GNW
Genworth Financial Inc

Financial Services
Q1 2020 Filed on Apr 22, 2020
3,750
$2.98 - $4.8 $11.2K - $18K
HHC
Howard Hughes Corp

Real Estate
Q1 2020 Filed on Apr 22, 2020
475
$37.44 - $129.35 $17.8K - $61.4K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2020 Filed on Apr 22, 2020
284
$28.01 - $39.37 $7.95K - $11.2K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
1,100
$33.91 - $57.82 $37.3K - $63.6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
24
$45.01 - $95.87 $1.08K - $2.3K
NWE
Northwestern Corp

Utilities
Q1 2020 Filed on Apr 22, 2020
0
$48.25 - $80.22 $0 - $0
PVH
Pvh Corp.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
27
$29.05 - $106.23 $784 - $2.87K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2020 Filed on Apr 22, 2020
118
$25.46 - $41.93 $3K - $4.95K
Royal Bk Scotland Group PLC
Q1 2020 Filed on Apr 22, 2020
384
N/A
58 Com Inc
Q1 2020 Filed on Apr 22, 2020
2,935
N/A
AEG
Aegon Nv

Financial Services
Q1 2020 Filed on Apr 22, 2020
431
$1.88 - $4.6 $810 - $1.98K
AER
Aer Cap Holdings N.V.

Industrials
Q1 2020 Filed on Apr 22, 2020
48
$15.14 - $62.71 $727 - $3.01K
AES
Aes Corp

Utilities
Q1 2020 Filed on Apr 22, 2020
127
$9.56 - $21.03 $1.21K - $2.67K
MT
Arcelor Mittal

Basic Materials
Q1 2020 Filed on Apr 22, 2020
74
$6.95 - $18.0 $514 - $1.33K
AWI
Armstrong World Industries Inc

Industrials
Q1 2020 Filed on Apr 22, 2020
412
$66.97 - $111.13 $27.6K - $45.8K
BHP
Bhp Group LTD

Basic Materials
Q1 2020 Filed on Apr 22, 2020
205
$27.59 - $50.38 $5.66K - $10.3K
Bhp Group PLC
Q1 2020 Filed on Apr 22, 2020
200
N/A
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
Q1 2020 Filed on Apr 22, 2020
4,407
$9.43 - $16.36 $41.6K - $72.1K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
51
$16.15 - $47.37 $824 - $2.42K
BRX
Brixmor Property Group Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
1,600
$8.63 - $21.33 $13.8K - $34.1K
BC
Brunswick Corp

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
232
$26.95 - $65.76 $6.25K - $15.3K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
64
$7.52 - $38.28 $481 - $2.45K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2020 Filed on Apr 22, 2020
188
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2020 Filed on Apr 22, 2020
88
$29.71 - $56.67 $2.61K - $4.99K
ESLT
Elbit Systems LTD

Industrials
Q1 2020 Filed on Apr 22, 2020
16
$115.57 - $163.18 $1.85K - $2.61K
RJI
Swedish Export Credit Corp

ETFs
Q1 2020 Filed on Apr 22, 2020
9,928
$3.62 - $5.46 $35.9K - $54.2K
E
Eni Spa

Energy
Q1 2020 Filed on Apr 22, 2020
174
$14.14 - $32.12 $2.46K - $5.59K
EQNR
Equinor Asa

Energy
Q1 2020 Filed on Apr 22, 2020
117
$8.84 - $20.96 $1.03K - $2.45K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2020 Filed on Apr 22, 2020
202
$6.17 - $9.21 $1.25K - $1.86K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2020 Filed on Apr 22, 2020
23
$129.32 - $179.21 $2.97K - $4.12K
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2020 Filed on Apr 22, 2020
61
$21.34 - $49.21 $1.3K - $3K
FTCS
First Trust Capital Strength E

ETFs
Q1 2020 Filed on Apr 22, 2020
702
$43.11 - $63.33 $30.3K - $44.5K
FOXA
Fox Corp

Communication Services
Q1 2020 Filed on Apr 22, 2020
116
$20.2 - $39.34 $2.34K - $4.56K
GWW
W.W. Grainger, Inc.

Industrials
Q1 2020 Filed on Apr 22, 2020
6
$209.49 - $344.71 $1.26K - $2.07K
BAR
Granite Shares Gold Trust

ETFs
Q1 2020 Filed on Apr 22, 2020
1,094
$14.63 - $16.71 $16K - $18.3K
GRFS
Grifols Sa

Healthcare
Q1 2020 Filed on Apr 22, 2020
89
$16.28 - $25.63 $1.45K - $2.28K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 22, 2020
70
$19.95 - $37.33 $1.4K - $2.61K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2020 Filed on Apr 22, 2020
16
$129.61 - $174.46 $2.07K - $2.79K
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