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Atria Wealth Solutions’s Evolv Technologies EVLV Stock Holding History

Atria Wealth Solutions’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-40,000
Closed -$102K – 1962
2024
Q2 		$102K Hold
40,000
– – ﹤0.01% 1857
2024
Q1 		$178K Buy
40,000
+5,000
+14% +$21.6K ﹤0.01% 1843
2023
Q4 		$165K Sell
35,000
-200
-0.6% -$855 ﹤0.01% 1811
2023
Q3 		$171K Buy
+35,200
New +$217K ﹤0.01% 1735

Other funds holding EVLV

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's EVLV Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Evolv Technologies (EVLV) in Q3 2024, closing a stake of 40,000 shares — an estimated $102K sold.

Atria Wealth Solutions first reported a position in EVLV in Q3 2023 and held it in 4 quarters. The position peaked at $178K in Q1 2024. 178 funds tracked by Wall St. Rank hold EVLV as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Evolv Technologies position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 40,000 Evolv Technologies shares in Q3 2024, an estimated $102K.
  • Atria Wealth Solutions first reported a position in Evolv Technologies in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Evolv Technologies position peaked at $178K in Q1 2024.
  • 178 funds tracked by Wall St. Rank held Evolv Technologies as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.