CWM
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CarsonAllaria Wealth Management’s Evolv Technologies EVLV Stock Holding History

CarsonAllaria Wealth Management’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
-350
Closed -$893 – 408
2024
Q2 		$893 Hold
350
– – ﹤0.01% 353
2024
Q1 		$1.56K Sell
350
-325
-48% -$1.4K ﹤0.01% 344
2023
Q4 		$3.19K Hold
675
– – ﹤0.01% 279
2023
Q3 		$3.28K Buy
+675
New +$4.16K ﹤0.01% 282

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

CarsonAllaria Wealth Management's EVLV Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Evolv Technologies (EVLV) in Q3 2024, closing a stake of 350 shares — an estimated $893 sold.

CarsonAllaria Wealth Management first reported a position in EVLV in Q3 2023 and held it in 4 quarters. The position peaked at $3.28K in Q3 2023. 178 funds tracked by Wall St. Rank hold EVLV as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Evolv Technologies position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 350 Evolv Technologies shares in Q3 2024, an estimated $893.
  • CarsonAllaria Wealth Management first reported a position in Evolv Technologies in Q3 2023 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Evolv Technologies position peaked at $3.28K in Q3 2023.
  • 178 funds tracked by Wall St. Rank held Evolv Technologies as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.