Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Jan 28, 2022
108
$35.71 - $41.18 $3.86K - $4.45K
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Jan 28, 2022
366
$25.35 - $29.55 $9.28K - $10.8K
WTW
Willis Towers Watson PLC

Financial Services
Q4 2021 Filed on Jan 28, 2022
20
$225.84 - $248.52 $4.52K - $4.97K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Jan 28, 2022
68
$62.44 - $68.95 $4.25K - $4.69K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
338
$115.43 - $146.63 $39K - $49.6K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
227
$193.69 - $247.03 $44K - $56.1K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 28, 2022
499
$170.04 - $183.66 $84.8K - $91.6K
ACN
Accenture PLC

Technology
Q4 2021 Filed on Jan 28, 2022
361
$319.49 - $415.42 $115K - $150K
AMTB
Amerant Bancorp Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
1,319
$25.26 - $35.63 $33.3K - $47K
ATHM
Autohome Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
200
$26.13 - $51.03 $5.23K - $10.2K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
100
$136.3 - $180.96 $13.6K - $18.1K
BKR
Baker Hughes CO

Energy
Q4 2021 Filed on Jan 28, 2022
315
$22.55 - $26.96 $7.1K - $8.49K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Jan 28, 2022
500
$110.95 - $148.88 $55.5K - $74.4K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
870
$33.65 - $37.56 $29.3K - $32.7K
CMA
Comerica Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
222
$80.65 - $90.57 $17.9K - $20.1K
EQR
Equity Residential

Real Estate
Q4 2021 Filed on Jan 28, 2022
78
$81.55 - $90.55 $6.36K - $7.06K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
76
$44.57 - $55.81 $3.39K - $4.24K
INSM
Insmed Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
367
$25.89 - $33.45 $9.5K - $12.3K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Jan 28, 2022
20
$319.93 - $365.42 $6.4K - $7.31K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
35
$202.02 - $244.73 $7.07K - $8.57K
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2021 Filed on Jan 28, 2022
1,200
$2.3 - $2.76 $2.76K - $3.31K
MKC
Mccormick & CO Inc

Consumer Defensive
Q4 2021 Filed on Jan 28, 2022
32
$78.1 - $96.61 $2.5K - $3.09K
MWA
Mueller Water Products, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
3,600
$13.41 - $17.36 $48.3K - $62.5K
NUE
Nucor Corp

Basic Materials
Q4 2021 Filed on Jan 28, 2022
54
$95.99 - $119.67 $5.18K - $6.46K
NVO
Novo Nordisk A S

Healthcare
Q4 2021 Filed on Jan 28, 2022
609
$95.88 - $117.08 $58.4K - $71.3K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
338
$108.9 - $129.75 $36.8K - $43.9K
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Jan 28, 2022
47
$120.01 - $139.45 $5.64K - $6.55K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Jan 28, 2022
190
$221.91 - $300.95 $42.2K - $57.2K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Jan 28, 2022
43
$106.72 - $126.76 $4.59K - $5.45K
WEX
Wex Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
52
$123.68 - $196.26 $6.43K - $10.2K
A
Agilent Technologies, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
31
$147.95 - $164.3 $4.59K - $5.09K
AKRO
Akero Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
211
$19.87 - $26.24 $4.19K - $5.54K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q4 2021 Filed on Jan 28, 2022
15
$191.86 - $223.57 $2.88K - $3.35K
ASND
Ascendis Pharma A/S

Healthcare
Q4 2021 Filed on Jan 28, 2022
88
$127.1 - $169.66 $11.2K - $14.9K
ASML
Asml Holding Nv

Technology
Q4 2021 Filed on Jan 28, 2022
59
$712.94 - $879.12 $42.1K - $51.9K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Jan 28, 2022
160
$52.85 - $60.09 $8.46K - $9.61K
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Jan 28, 2022
78
$188.94 - $214.25 $14.7K - $16.7K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
63
$41.95 - $48.7 $2.64K - $3.07K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on Jan 28, 2022
615
$46.01 - $53.02 $28.3K - $32.6K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Jan 28, 2022
242
$69.13 - $81.02 $16.7K - $19.6K
ETR
Entergy Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
35
$99.37 - $112.65 $3.48K - $3.94K
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Jan 28, 2022
140
$83.58 - $97.11 $11.7K - $13.6K
EQIX
Equinix Inc

Real Estate
Q4 2021 Filed on Jan 28, 2022
10
$750.01 - $847.3 $7.5K - $8.47K
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Jan 28, 2022
25
$129.31 - $165.15 $3.23K - $4.13K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 28, 2022
80
$35.08 - $39.8 $2.81K - $3.18K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
21
$225.59 - $260.0 $4.74K - $5.46K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q4 2021 Filed on Jan 28, 2022
467
$98.56 - $119.91 $46K - $56K
IEFA
Ishares Tr

ETFs
Q4 2021 Filed on Jan 28, 2022
201
$72.36 - $77.76 $14.5K - $15.6K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Jan 28, 2022
591
$157.12 - $168.08 $92.9K - $99.3K
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