AWA
SNMP

Arkadios Wealth Advisors’s Evolve Transition Infrastructure LP SNMP Stock Holding History

Arkadios Wealth Advisors’s Portfolio SNMP Stock Details SNMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-180
Closed -$5K – 1894
2021
Q3 		$5K Buy
180
+89
+98% +$3.07K ﹤0.01% 1626
2021
Q2 		$2K Buy
+91
New +$2.27K ﹤0.01% 1876

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APW
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's SNMP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Evolve Transition Infrastructure LP (SNMP) in Q4 2021, closing a stake of 180 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in SNMP in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 19 funds tracked by Wall St. Rank hold SNMP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Evolve Transition Infrastructure LP position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 180 Evolve Transition Infrastructure LP shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Evolve Transition Infrastructure LP in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Evolve Transition Infrastructure LP position peaked at $5K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held Evolve Transition Infrastructure LP as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.