Evolution Wealth Advisors, LLC Closed Holding Positions

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DDD
3 D Systems Corp

Technology
Q2 2021 Filed on Jul 22, 2021
500
$17.77 - $40.06 $8.89K - $20K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
269
$42.08 - $54.07 $11.3K - $14.5K
Arko Corp
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
131
$48.56 - $56.66 $6.36K - $7.42K
Aspen Technology Inc
Q2 2021 Filed on Jul 22, 2021
93
N/A
ATRI
Atrion Corp

Healthcare
Q2 2021 Filed on Jul 22, 2021
0
$582.88 - $670.99 $0 - $0
CHKP
Check Point Software Technologies LTD

Technology
Q2 2021 Filed on Jul 22, 2021
73
$113.6 - $120.97 $8.29K - $8.83K
DCI
Donaldson CO Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
124
$58.7 - $64.99 $7.28K - $8.06K
DCT
Duck Creek Technologies, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
2,304
$35.22 - $45.1 $81.1K - $104K
EME
Emcor Group, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
141
$113.66 - $129.07 $16K - $18.2K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Jul 22, 2021
625
$24.07 - $27.84 $15K - $17.4K
FDS
Factset Research Systems Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
29
$309.13 - $347.1 $8.96K - $10.1K
FHB
First Hawaiian, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
580
$26.73 - $29.68 $15.5K - $17.2K
FCN
Fti Consulting, Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
110
$134.65 - $146.5 $14.8K - $16.1K
GGG
Graco Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
192
$71.18 - $78.6 $13.7K - $15.1K
HUN
Huntsman Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
0
$24.81 - $31.62 $0 - $0
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
39
$148.18 - $173.66 $5.78K - $6.77K
MANH
Manhattan Associates Inc

Technology
Q2 2021 Filed on Jul 22, 2021
98
$116.89 - $146.33 $11.5K - $14.3K
MC
Moelis & CO

Financial Services
Q2 2021 Filed on Jul 22, 2021
175
$51.22 - $57.73 $8.96K - $10.1K
PSMT
Pricesmart Inc

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
73
$83.62 - $98.34 $6.1K - $7.18K
PRI
Primerica, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
101
$144.58 - $165.23 $14.6K - $16.7K
ROLL
Rbc Bearings Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
42
$187.31 - $205.04 $7.87K - $8.61K
RLI
Rli Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
70
$101.46 - $116.97 $7.1K - $8.19K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
105
$104.52 - $118.46 $11K - $12.4K
Social Capital Hedosopha Hld
Q2 2021 Filed on Jul 22, 2021
500
N/A
SUI
Sun Communities Inc

Real Estate
Q2 2021 Filed on Jul 22, 2021
44
$152.43 - $177.6 $6.71K - $7.81K
TDY
Teledyne Technologies Inc

Technology
Q2 2021 Filed on Jul 22, 2021
53
$402.58 - $452.22 $21.3K - $24K
TTC
Toro CO

Industrials
Q2 2021 Filed on Jul 22, 2021
128
$104.12 - $116.51 $13.3K - $14.9K
TGS
Gas Transporter Of The South Inc

Energy
Q2 2021 Filed on Jul 22, 2021
8,200
$4.3 - $5.71 $35.3K - $46.8K
Vg Acquisition Corp
Q2 2021 Filed on Jul 22, 2021
600
N/A
Volt Information Sciences In
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
WSO
Watsco Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
23
$267.22 - $305.43 $6.15K - $7.02K
WTS
Watts Water Technologies Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
86
$117.42 - $145.91 $10.1K - $12.5K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2021 Filed on Apr 20, 2021
575
$37.05 - $43.11 $21.3K - $24.8K
Norbord Inc
Q1 2021 Filed on Apr 20, 2021
130
N/A
PINS
Pinterest, Inc.

Communication Services
Q1 2021 Filed on Apr 20, 2021
3,791
$62.49 - $89.15 $237K - $338K
Tiffany & CO New
Q1 2021 Filed on Apr 20, 2021
17
N/A
WRK
West Rock CO

Consumer Cyclical
Q1 2021 Filed on Apr 20, 2021
180
$40.7 - $53.58 $7.33K - $9.64K
Gw Pharmaceuticals PLC
Q1 2021 Filed on Apr 20, 2021
203
N/A
Odonate Therapeutics Inc
Q1 2021 Filed on Apr 20, 2021
604
N/A
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on Apr 20, 2021
54
$165.75 - $226.48 $8.95K - $12.2K
KORU
Direxion Daily South Korea Bul

ETFs
Q1 2021 Filed on Apr 20, 2021
1,000
$36.06 - $53.2 $36.1K - $53.2K
Marvell Technology Group LTD
Q1 2021 Filed on Apr 20, 2021
200
N/A
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2021 Filed on Apr 20, 2021
104,475
$55.36 - $76.39 $5.78M - $7.98M
GOLD
Barrick Gold Corp

Basic Materials
Q1 2021 Filed on Apr 20, 2021
170,250
$18.67 - $24.77 $3.18M - $4.22M
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 20, 2021
0
$116.64 - $192.08 $0 - $0
EQX
Equinox Gold Corp.

Basic Materials
Q1 2021 Filed on Apr 20, 2021
823,100
$7.82 - $11.17 $6.44M - $9.19M
FNV
Franco Nevada Corp

Basic Materials
Q1 2021 Filed on Apr 20, 2021
56,720
$106.16 - $132.43 $6.02M - $7.51M
LMND
Lemonade, Inc.

Financial Services
Q1 2021 Filed on Apr 20, 2021
275
$83.61 - $183.26 $23K - $50.4K
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