Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NOW
Service Now, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
18
$599.57 - $701.73 $10.8K - $12.6K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2021 Filed on Jan 28, 2022
461
$340.01 - $364.84 $157K - $168K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q4 2021 Filed on Jan 28, 2022
408
$109.02 - $124.75 $44.5K - $50.9K
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Jan 28, 2022
19
$157.13 - $192.91 $2.99K - $3.67K
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Jan 28, 2022
579
$184.24 - $201.29 $107K - $117K
TD
Toronto Dominion Bank

Financial Services
Q4 2021 Filed on Jan 28, 2022
760
$67.6 - $76.68 $51.4K - $58.3K
UNP
Union Pacific Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
314
$201.74 - $251.93 $63.3K - $79.1K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Jan 28, 2022
4,300
$14.62 - $16.1 $62.9K - $69.2K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2021 Filed on Jan 28, 2022
210
$59.71 - $64.17 $12.5K - $13.5K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2021 Filed on Jan 28, 2022
825
$37.59 - $41.1 $31K - $33.9K
ZEN
Zendesk, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
2,142
$91.74 - $135.23 $197K - $290K
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
41
$120.23 - $145.44 $4.93K - $5.96K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
170
$217.87 - $258.64 $37K - $44K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
1,665
$65.98 - $70.36 $110K - $117K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
1,463
$32.88 - $37.84 $48.1K - $55.4K
MU
Micron Technology Inc

Technology
Q4 2021 Filed on Jan 28, 2022
861
$66.38 - $96.17 $57.2K - $82.8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
51
$86.81 - $97.12 $4.43K - $4.95K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Jan 28, 2022
478
$115.53 - $141.46 $55.2K - $67.6K
Acceleron Pharma Inc
Q4 2021 Filed on Jan 28, 2022
47
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
202
$57.28 - $81.19 $11.6K - $16.4K
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
69
$549.77 - $688.37 $37.9K - $47.5K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
168
$255.99 - $314.27 $43K - $52.8K
AKAM
Akamai Technologies Inc

Technology
Q4 2021 Filed on Jan 28, 2022
22
$101.57 - $118.45 $2.23K - $2.61K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
94
$589.61 - $711.02 $55.4K - $66.8K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
53
$65.13 - $83.18 $3.45K - $4.41K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
92
$107.13 - $129.0 $9.86K - $11.9K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
266
$42.64 - $48.7 $11.3K - $13K
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
46
$80.61 - $89.06 $3.71K - $4.1K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
1,200
$16.28 - $22.26 $19.5K - $26.7K
AEP
American Electric Power CO Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
69
$80.28 - $88.97 $5.54K - $6.14K
AXP
American Express CO

Financial Services
Q4 2021 Filed on Jan 28, 2022
61
$150.06 - $187.08 $9.15K - $11.4K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Jan 28, 2022
62
$257.53 - $292.5 $16K - $18.1K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Jan 28, 2022
22
$167.8 - $188.86 $3.69K - $4.15K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
15
$264.89 - $310.24 $3.97K - $4.65K
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
70
$114.08 - $133.77 $7.99K - $9.36K
AME
Ametek Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
59
$123.11 - $147.41 $7.26K - $8.7K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
87
$198.88 - $227.6 $17.3K - $19.8K
FOLD
Amicus Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
482
$9.82 - $12.44 $4.73K - $6K
Anaplan Inc
Q4 2021 Filed on Jan 28, 2022
3,732
N/A
ANSS
Ansys Inc

Technology
Q4 2021 Filed on Jan 28, 2022
12
$334.99 - $411.22 $4.02K - $4.93K
ELV
Elevance Health, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
43
$370.08 - $467.67 $15.9K - $20.1K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Jan 28, 2022
456
$125.2 - $162.72 $57.1K - $74.2K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
90
$60.8 - $67.59 $5.47K - $6.08K
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Jan 28, 2022
718
$54.02 - $63.83 $38.8K - $45.8K
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
62
$199.97 - $248.01 $12.4K - $15.4K
AZO
Autozone Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
4
$1642.51 - $2104.04 $6.57K - $8.42K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2021 Filed on Jan 28, 2022
22
$222.76 - $252.59 $4.9K - $5.56K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
40
$87.48 - $96.88 $3.5K - $3.88K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2021 Filed on Jan 28, 2022
4,282
$5.27 - $7.23 $22.6K - $31K
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