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Evolution Wealth Advisors’s Agilent Technologies A Stock Holding History

Evolution Wealth Advisors’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-31
Closed -$5K – 140
2021
Q3 		$5K Hold
31
– – ﹤0.01% 493
2021
Q2 		$5K Hold
31
– – ﹤0.01% 492
2021
Q1 		$4K Hold
31
– – ﹤0.01% 541
2020
Q4 		$4K Hold
31
– – ﹤0.01% 460
2020
Q3 		$3K Sell
31
-1,000
-97% -$96.6K ﹤0.01% 482
2020
Q2 		$91K Buy
+1,031
New +$84.5K 0.03% 118
2020
Q1 		– Sell
-50
Closed -$4K – 306
2019
Q4 		$4K Buy
+50
New +$3.94K ﹤0.01% 422

Other funds holding A

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's A Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Agilent Technologies (A) in Q4 2021, closing a stake of 31 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in A in Q4 2019 and held it in 7 quarters. The position peaked at $91K in Q2 2020. 982 funds tracked by Wall St. Rank hold A as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Agilent Technologies position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 31 Agilent Technologies shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Agilent Technologies in Q4 2019 and held it in 7 quarters.
  • Evolution Wealth Advisors's Agilent Technologies position peaked at $91K in Q2 2020.
  • 982 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.