Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SH
Proshares Short S&P500 New (De

ETFs
Q4 2019 Filed on Feb 03, 2020
500
$23.92 - $26.93 $12K - $13.5K
Proshares Tr Ii
Q4 2019 Filed on Feb 03, 2020
125
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2019 Filed on Feb 03, 2020
0
$6.18 - $7.18 $0 - $0
Anaptysbio Inc
Q4 2019 Filed on Feb 03, 2020
275
N/A
Arconic Inc
Q4 2019 Filed on Feb 03, 2020
102
N/A
Bb&T Corp
Q4 2019 Filed on Feb 03, 2020
407
N/A
Celgene Corp
Q4 2019 Filed on Feb 03, 2020
28
N/A
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Feb 03, 2020
126
$57.95 - $66.61 $7.3K - $8.39K
Hcp Inc
Q4 2019 Filed on Feb 03, 2020
102
N/A
IPGP
Ipg Photonics Corp

Technology
Q4 2019 Filed on Feb 03, 2020
12
$124.45 - $153.1 $1.49K - $1.84K
NKTR
Nektar Therapeutics

Healthcare
Q4 2019 Filed on Feb 03, 2020
23
$15.87 - $23.12 $365 - $532
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2019 Filed on Feb 03, 2020
17
$102.14 - $113.9 $1.74K - $1.94K
PWR
Quanta Services, Inc.

Industrials
Q4 2019 Filed on Feb 03, 2020
60
$36.4 - $43.75 $2.18K - $2.63K
TECK
Teck Resources LTD

Basic Materials
Q4 2019 Filed on Feb 03, 2020
880
$14.77 - $17.65 $13K - $15.5K
ABCB
Ameris Bancorp

Financial Services
Q4 2019 Filed on Feb 03, 2020
85
$38.57 - $44.57 $3.28K - $3.79K
BANR
Banner Corp

Financial Services
Q4 2019 Filed on Feb 03, 2020
26
$52.03 - $58.93 $1.35K - $1.53K
EBRB
Eletrobras Centrais Adr (Prf)
Q4 2019 Filed on Feb 03, 2020
323,702
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2019 Filed on Feb 03, 2020
70
N/A
Ctrip Com Intl LTD
Q4 2019 Filed on Feb 03, 2020
150
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q4 2019 Filed on Feb 03, 2020
210
$47.78 - $66.78 $10K - $14K
Evofem Biosciences Inc
Q4 2019 Filed on Feb 03, 2020
688
N/A
FIBK
First Interstate Bancsystem Inc

Financial Services
Q4 2019 Filed on Feb 03, 2020
138
$39.17 - $43.46 $5.41K - $6K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2019 Filed on Feb 03, 2020
1,905
$17.34 - $18.18 $33K - $34.6K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q4 2019 Filed on Feb 03, 2020
175
$25.17 - $29.35 $4.4K - $5.14K
IEV
Ishares Tr Europe ETF

ETFs
Q4 2019 Filed on Feb 03, 2020
1,571
$41.68 - $47.0 $65.5K - $73.8K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2019 Filed on Feb 03, 2020
25
$186.63 - $216.19 $4.67K - $5.4K
MPLX
Mplx LP

Energy
Q4 2019 Filed on Feb 03, 2020
338
$22.63 - $28.19 $7.65K - $9.53K
NI
Nisource Inc.

Utilities
Q4 2019 Filed on Feb 03, 2020
183
$26.04 - $29.73 $4.77K - $5.44K
PHI
Pldt Inc.

Communication Services
Q4 2019 Filed on Feb 03, 2020
393
$19.31 - $22.08 $7.59K - $8.68K
PB
Prosperity Bancshares Inc

Financial Services
Q4 2019 Filed on Feb 03, 2020
6
$67.35 - $73.95 $404 - $444
SBCF
Seacoast Banking Corp Of Florida

Financial Services
Q4 2019 Filed on Feb 03, 2020
105
$24.21 - $31.02 $2.54K - $3.26K
Seadrill LTD
Q4 2019 Filed on Feb 03, 2020
112
N/A
Symantec Corp
Q4 2019 Filed on Feb 03, 2020
69
N/A
SNV
Synovus Financial Corp

Financial Services
Q4 2019 Filed on Feb 03, 2020
300
$33.01 - $40.16 $9.9K - $12K
Tcf Financial Corporation Ne
Q4 2019 Filed on Feb 03, 2020
89
N/A
TCBK
Trico Bancshares

Financial Services
Q4 2019 Filed on Feb 03, 2020
16
$35.05 - $41.25 $561 - $660
VET
Vermilion Energy Inc.

Energy
Q4 2019 Filed on Feb 03, 2020
120
$13.23 - $16.71 $1.59K - $2.01K
Wright Med Group N V
Q4 2019 Filed on Feb 03, 2020
64
N/A
DBX
Dropbox, Inc.

Technology
Q3 2019 Filed on Nov 12, 2019
2,355
$17.26 - $26.13 $40.6K - $61.5K
VO
Vanguard Mid Cap ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
60
$166.82 - $169.81 $10K - $10.2K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q3 2019 Filed on Nov 12, 2019
53,322
$55.58 - $57.84 $2.96M - $3.08M
NEWR
New Relic, Inc.

Technology
Q3 2019 Filed on Nov 12, 2019
1,088
$56.3 - $95.78 $61.3K - $104K
ABMD
Abiomed Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
8
$175.89 - $279.23 $1.41K - $2.23K
Anadarko Pete Corp
Q3 2019 Filed on Nov 12, 2019
79
N/A
Cbs Corp New
Q3 2019 Filed on Nov 12, 2019
44
N/A
China Unicom (Hong Kong) LTD
Q3 2019 Filed on Nov 12, 2019
2,516
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Nov 12, 2019
26
$58.75 - $66.41 $1.53K - $1.73K
COTY
Coty Inc.

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
141
$8.68 - $11.7 $1.22K - $1.65K
IVZ
Invesco Ltd.

Financial Services
Q3 2019 Filed on Nov 12, 2019
101
$15.2 - $20.97 $1.54K - $2.12K
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