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Evolution Wealth Advisors’s Archer Aviation ACHR Stock Holding History

Evolution Wealth Advisors’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-233,000
Closed -$436K – 121
2022
Q4 		$436K Hold
233,000
– – 0.11% 79
2022
Q3 		$608K Hold
233,000
– – 0.17% 59
2022
Q2 		$718K Hold
233,000
– – 0.18% 61
2022
Q1 		$1.12M Hold
233,000
– – 0.23% 51
2021
Q4 		$1.41K Hold
233,000
– – 0.21% 42
2021
Q3 		$2.07M Buy
+233,000
New +$2.11M 0.44% 35

Other funds holding ACHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's ACHR Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of Archer Aviation (ACHR) in Q1 2023, closing a stake of 233,000 shares — an estimated $436K sold.

Evolution Wealth Advisors first reported a position in ACHR in Q3 2021 and held it in 6 quarters. The position peaked at $2.07M in Q3 2021. 135 funds tracked by Wall St. Rank hold ACHR as of Q1 2023.

  • Evolution Wealth Advisors reported no remaining Archer Aviation position as of Q1 2023 after selling out during the quarter.
  • Evolution Wealth Advisors sold 233,000 Archer Aviation shares in Q1 2023, an estimated $436K.
  • Evolution Wealth Advisors first reported a position in Archer Aviation in Q3 2021 and held it in 6 quarters.
  • Evolution Wealth Advisors's Archer Aviation position peaked at $2.07M in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Archer Aviation as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.