AWS
EVOL

Atria Wealth Solutions’s Evolving Systems, Inc. EVOL Stock Holding History

Atria Wealth Solutions’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,860
Closed -$47K – 1945
2022
Q1 		$47K Buy
+25,860
New +$49.8K ﹤0.01% 1706

Other funds holding EVOL

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Atria Wealth Solutions's EVOL Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Evolving Systems, Inc. (EVOL) in Q2 2022, closing a stake of 25,860 shares — an estimated $47K sold.

Atria Wealth Solutions first reported a position in EVOL in Q1 2022 and held it in 1 quarter. The position peaked at $47K in Q1 2022. 3 funds tracked by Wall St. Rank hold EVOL as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Evolving Systems, Inc. position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 25,860 Evolving Systems, Inc. shares in Q2 2022, an estimated $47K.
  • Atria Wealth Solutions first reported a position in Evolving Systems, Inc. in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Evolving Systems, Inc. position peaked at $47K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.