Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 28, 2022
63
N/A
K
Kellogg CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
843
$61.03 - $65.78 $51.4K - $55.5K
KEYS
Keysight Technologies, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
27
$161.15 - $207.93 $4.35K - $5.61K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
48
$129.26 - $142.92 $6.2K - $6.86K
KLAC
Kla Corp

Technology
Q4 2021 Filed on Jan 28, 2022
20
$319.55 - $440.17 $6.39K - $8.8K
KR
Kroger CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
98
$38.59 - $46.22 $3.78K - $4.53K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
166
$304.25 - $370.2 $50.5K - $61.5K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Jan 28, 2022
76
$294.65 - $346.43 $22.4K - $26.3K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
69
$203.7 - $261.38 $14.1K - $18K
MTB
M&T Bank Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
55
$144.04 - $161.85 $7.92K - $8.9K
MRO
Marathon Oil Corp

Energy
Q4 2021 Filed on Jan 28, 2022
1,094
$14.24 - $17.26 $15.6K - $18.9K
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
98
$343.73 - $431.53 $33.7K - $42.3K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
394
$142.5 - $168.39 $56.1K - $66.3K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
428
$151.74 - $173.89 $64.9K - $74.4K
MAS
Masco Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
108
$55.87 - $70.23 $6.03K - $7.58K
MCK
Mckesson Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
53
$198.21 - $248.9 $10.5K - $13.2K
MTD
Mettler Toledo International Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
7
$1355.25 - $1702.53 $9.49K - $11.9K
MRTX
Mirati Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
24
$132.01 - $190.29 $3.17K - $4.57K
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
39
$81.06 - $96.04 $3.16K - $3.75K
MCO
Moodys Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
47
$349.73 - $406.69 $16.4K - $19.1K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Jan 28, 2022
1,215
$94.82 - $104.66 $115K - $127K
MSI
Motorola Solutions, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
38
$231.47 - $272.73 $8.8K - $10.4K
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
12
$579.3 - $675.15 $6.95K - $8.1K
MYOV
Myovant Sciences Ltd.

Healthcare
Q4 2021 Filed on Jan 28, 2022
288
$14.31 - $23.87 $4.12K - $6.87K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
173
$79.65 - $106.22 $13.8K - $18.4K
NEM
Newmont Corp

Basic Materials
Q4 2021 Filed on Jan 28, 2022
136
$53.27 - $62.02 $7.24K - $8.43K
NEE
Nextera Energy Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
1,568
$77.83 - $93.36 $122K - $146K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
11
$243.54 - $297.71 $2.68K - $3.27K
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
28
$345.98 - $406.62 $9.69K - $11.4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
500
$17.79 - $28.92 $8.9K - $14.5K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Jan 28, 2022
561
$79.7 - $88.13 $44.7K - $49.4K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Jan 28, 2022
1,741
$26.98 - $35.36 $47K - $61.6K
OKE
Oneok Inc

Energy
Q4 2021 Filed on Jan 28, 2022
111
$56.53 - $65.87 $6.27K - $7.31K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
52
$78.77 - $91.66 $4.1K - $4.77K
PH
Parker Hannifin Corp

Industrials
Q4 2021 Filed on Jan 28, 2022
23
$284.71 - $334.0 $6.55K - $7.68K
PEP
Pepsico Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
589
$150.2 - $173.71 $88.5K - $102K
PFE
Pfizer Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
659
$41.32 - $61.25 $27.2K - $40.4K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
593
$85.94 - $98.85 $51K - $58.6K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
306
$192.55 - $216.56 $58.9K - $66.3K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Jan 28, 2022
222
$144.01 - $172.44 $32K - $38.3K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
88
$27.83 - $30.06 $2.45K - $2.65K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
58
$188.5 - $221.29 $10.9K - $12.8K
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
711
$65.12 - $73.93 $46.3K - $52.6K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
453
$90.01 - $103.97 $40.8K - $47.1K
PRU
Prudential Financial Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
158
$100.05 - $114.0 $15.8K - $18K
PSA
Public Storage

Real Estate
Q4 2021 Filed on Jan 28, 2022
8
$295.26 - $374.56 $2.36K - $3K
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
54
$59.28 - $66.73 $3.2K - $3.6K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
28
$146.1 - $178.12 $4.09K - $4.99K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
34
$140.36 - $173.01 $4.77K - $5.88K
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