Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
16
$543.48 - $670.97 $8.7K - $10.7K
RF
Regions Financial Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
433
$20.69 - $24.71 $8.96K - $10.7K
RMD
Resmed Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
33
$248.03 - $268.66 $8.18K - $8.87K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
213
$8.62 - $13.9 $1.84K - $2.96K
ROP
Roper Technologies Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
24
$445.49 - $498.43 $10.7K - $12K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
18
$104.87 - $119.65 $1.89K - $2.15K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
151
$64.27 - $96.67 $9.7K - $14.6K
SPGI
S&P Global Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
53
$415.85 - $478.97 $22K - $25.4K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
60
$37.06 - $47.11 $2.22K - $2.83K
SNY
Sanofi

Healthcare
Q4 2021 Filed on Jan 28, 2022
343
$47.07 - $52.35 $16.1K - $18K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
190
$77.28 - $99.42 $14.7K - $18.9K
SBAC
Sba Communications Corp

Real Estate
Q4 2021 Filed on Jan 28, 2022
12
$323.4 - $389.02 $3.88K - $4.67K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Jan 28, 2022
226
$28.38 - $34.74 $6.41K - $7.85K
SRE
Sempra Energy

Utilities
Q4 2021 Filed on Jan 28, 2022
57
$119.66 - $132.28 $6.82K - $7.54K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Jan 28, 2022
213
$285.04 - $352.16 $60.7K - $75K
SJM
J M Smucker CO

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
19
$119.69 - $138.91 $2.27K - $2.64K
STE
Steris PLC

Healthcare
Q4 2021 Filed on Jan 28, 2022
38
$206.02 - $245.17 $7.83K - $9.32K
SYK
Stryker Corp

Healthcare
Q4 2021 Filed on Jan 28, 2022
81
$236.63 - $276.44 $19.2K - $22.4K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Jan 28, 2022
919
$43.76 - $52.36 $40.2K - $48.1K
SNPS
Synopsys Inc

Technology
Q4 2021 Filed on Jan 28, 2022
20
$288.74 - $375.59 $5.77K - $7.51K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
195
$68.07 - $83.35 $13.3K - $16.3K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2021 Filed on Jan 28, 2022
277
$13.17 - $16.4 $3.65K - $4.54K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
80
$217.74 - $266.39 $17.4K - $21.3K
TFX
Teleflex Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
29
$289.48 - $383.27 $8.39K - $11.1K
TEF
Telefonica S A

Communication Services
Q4 2021 Filed on Jan 28, 2022
5,015
$4.15 - $4.78 $20.8K - $24K
SCHW
Schwab Charles Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
136
$73.23 - $85.82 $9.96K - $11.7K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
111
$569.0 - $667.24 $63.2K - $74.1K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
134
$62.97 - $75.92 $8.44K - $10.2K
TSCO
Tractor Supply CO

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
16
$193.29 - $238.6 $3.09K - $3.82K
TDG
Trans Digm Group Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
8
$553.37 - $685.0 $4.43K - $5.48K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
35
$78.08 - $87.16 $2.73K - $3.05K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
10
$358.15 - $413.86 $3.58K - $4.14K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
165
$19.94 - $26.96 $3.29K - $4.45K
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
92
$178.42 - $218.07 $16.4K - $20.1K
URI
United Rentals, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
27
$321.98 - $392.79 $8.69K - $10.6K
UNM
Unum Group

Financial Services
Q4 2021 Filed on Jan 28, 2022
316
$22.38 - $28.63 $7.07K - $9.05K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Jan 28, 2022
58
$54.85 - $62.74 $3.18K - $3.64K
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Jan 28, 2022
75
$66.94 - $82.69 $5.02K - $6.2K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
97
$45.69 - $56.9 $4.43K - $5.52K
VRSN
Verisign Inc

Technology
Q4 2021 Filed on Jan 28, 2022
12
$204.67 - $255.93 $2.46K - $3.07K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
18
$198.81 - $230.03 $3.58K - $4.14K
VZ
Verizon Communications Inc

Communication Services
Q4 2021 Filed on Jan 28, 2022
2,383
$49.77 - $54.53 $119K - $130K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
121
$177.01 - $223.45 $21.4K - $27K
VMC
Vulcan Materials CO

Basic Materials
Q4 2021 Filed on Jan 28, 2022
29
$169.28 - $208.97 $4.91K - $6.06K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
143
$43.72 - $52.25 $6.25K - $7.47K
WM
Waste Management Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
53
$148.83 - $166.9 $7.89K - $8.85K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2021 Filed on Jan 28, 2022
60
$86.93 - $98.36 $5.22K - $5.9K
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Jan 28, 2022
1,207
$45.31 - $52.0 $54.7K - $62.8K
WELL
Welltower Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
50
$79.36 - $87.07 $3.97K - $4.35K
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