Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOV
Dover Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
22
$155.99 - $181.6 $3.43K - $4K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
81
$52.76 - $60.06 $4.27K - $4.86K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
143
$96.62 - $104.9 $13.8K - $15K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Jan 28, 2022
120
$148.36 - $174.66 $17.8K - $21K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
53
$63.71 - $80.59 $3.38K - $4.27K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
210
$212.13 - $235.67 $44.5K - $49.5K
EIX
Edison International

Utilities
Q4 2021 Filed on Jan 28, 2022
34
$55.04 - $68.44 $1.87K - $2.33K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
224
$106.37 - $130.68 $23.8K - $29.3K
ELAN
Elanco Animal Health Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
258
$27.74 - $34.09 $7.16K - $8.8K
EFX
Equifax Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
19
$253.4 - $297.05 $4.81K - $5.64K
ESS
Essex Property Trust, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
19
$325.49 - $357.25 $6.18K - $6.79K
ES
Eversource Energy

Utilities
Q4 2021 Filed on Jan 28, 2022
49
$81.84 - $91.14 $4.01K - $4.47K
EXC
Exelon Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
89
$33.93 - $41.2 $3.02K - $3.67K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
45
$154.43 - $188.43 $6.95K - $8.48K
EXPD
Expeditors International Of Washington Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
119
$114.29 - $135.62 $13.6K - $16.1K
XOM
Exxon Mobil Corp

Energy
Q4 2021 Filed on Jan 28, 2022
965
$59.16 - $66.36 $57.1K - $64K
FAST
Fastenal CO

Industrials
Q4 2021 Filed on Jan 28, 2022
130
$51.3 - $64.42 $6.67K - $8.37K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
50
$102.36 - $125.04 $5.12K - $6.25K
FRC
First Republic Bank

Financial Services
Q4 2021 Filed on Jan 28, 2022
59
$196.19 - $221.91 $11.6K - $13.1K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Jan 28, 2022
46
$95.55 - $111.29 $4.4K - $5.12K
FTV
Fortive Corp

Technology
Q4 2021 Filed on Jan 28, 2022
73
$69.95 - $79.13 $5.11K - $5.78K
BEN
Franklin Resources Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
210
$28.89 - $37.68 $6.07K - $7.91K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Jan 28, 2022
296
$31.71 - $41.99 $9.39K - $12.4K
GPS
Gap Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
594
$15.98 - $25.5 $9.49K - $15.1K
GIS
General Mills Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
926
$60.62 - $68.86 $56.1K - $63.8K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
184
$64.88 - $73.64 $11.9K - $13.5K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
145
$24.9 - $40.26 $3.61K - $5.84K
GMED
Globus Medical Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
94
$62.62 - $79.92 $5.89K - $7.51K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
400
$64.97 - $74.1 $26K - $29.6K
HSY
Hershey CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
19
$170.78 - $193.47 $3.24K - $3.68K
Hollyfrontier Corp
Q4 2021 Filed on Jan 28, 2022
132
N/A
HON
Honeywell International Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
466
$199.42 - $227.75 $92.9K - $106K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
282
$15.36 - $18.38 $4.33K - $5.18K
HUM
Humana Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
77
$384.96 - $469.02 $29.6K - $36.1K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
16
$176.58 - $212.83 $2.83K - $3.41K
ICUI
Icu Medical Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
20
$220.96 - $247.44 $4.42K - $4.95K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
10
$586.54 - $666.48 $5.87K - $6.66K
Ihs Markit LTD
Q4 2021 Filed on Jan 28, 2022
41
N/A
ITW
Illinois Tool Works Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
299
$206.87 - $247.07 $61.9K - $73.9K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
31
$347.28 - $421.83 $10.8K - $13.1K
INCY
Incyte Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
21
$63.34 - $74.11 $1.33K - $1.56K
INTC
Intel Corp

Technology
Q4 2021 Filed on Jan 28, 2022
500
$47.89 - $56.0 $23.9K - $28K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
270
$114.7 - $138.81 $31K - $37.5K
INTU
Intuit Inc

Technology
Q4 2021 Filed on Jan 28, 2022
37
$525.35 - $694.66 $19.4K - $25.7K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
54
$238.37 - $282.61 $12.9K - $15.3K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
20
$131.36 - $148.45 $2.63K - $2.97K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
3,900
$7.76 - $9.03 $30.3K - $35.2K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Jan 28, 2022
56
$119.87 - $145.67 $6.71K - $8.16K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Jan 28, 2022
63
$68.16 - $81.31 $4.29K - $5.12K
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