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Evolution Wealth Advisors’s Ameris Bancorp ABCB Stock Holding History

Evolution Wealth Advisors’s Portfolio ABCB Stock Details ABCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-85
Closed -$3K – 620
2019
Q3 		$3K Buy
+85
New +$3.2K ﹤0.01% 337

Other funds holding ABCB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Evolution Wealth Advisors's ABCB Position: Q4 2019 in Review

Evolution Wealth Advisors sold out of Ameris Bancorp (ABCB) in Q4 2019, closing a stake of 85 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in ABCB in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 236 funds tracked by Wall St. Rank hold ABCB as of Q4 2019.

  • Evolution Wealth Advisors reported no remaining Ameris Bancorp position as of Q4 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 85 Ameris Bancorp shares in Q4 2019, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Ameris Bancorp in Q3 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Ameris Bancorp position peaked at $3K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Ameris Bancorp as of Q4 2019.

Based on Evolution Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.