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Evolution Wealth Advisors’s Amerant Bancorp AMTB Stock Holding History

Evolution Wealth Advisors’s Portfolio AMTB Stock Details AMTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,319
Closed -$33K – 167
2021
Q3 		$33K Hold
1,319
– – 0.01% 255
2021
Q2 		$28K Hold
1,319
– – 0.01% 260
2021
Q1 		$24K Hold
1,319
– – 0.01% 267
2020
Q4 		$20K Hold
1,319
– – ﹤0.01% 263
2020
Q3 		$12K Buy
1,319
+512
+63% +$6.55K ﹤0.01% 325
2020
Q2 		$12K Hold
807
– – ﹤0.01% 259
2020
Q1 		$12K Buy
+807
New +$14.7K ﹤0.01% 194
2019
Q4 		– Sell
-807
Closed -$17K – 625
2019
Q3 		$17K Buy
+807
New +$14.8K 0.01% 114

Other funds holding AMTB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Amerant Bancorp (AMTB) in Q4 2021, closing a stake of 1,319 shares — an estimated $33K sold.

Evolution Wealth Advisors first reported a position in AMTB in Q3 2019 and held it in 8 quarters. The position peaked at $33K in Q3 2021. 89 funds tracked by Wall St. Rank hold AMTB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Amerant Bancorp position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,319 Amerant Bancorp shares in Q4 2021, an estimated $33K.
  • Evolution Wealth Advisors first reported a position in Amerant Bancorp in Q3 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Amerant Bancorp position peaked at $33K in Q3 2021.
  • 89 funds tracked by Wall St. Rank held Amerant Bancorp as of Q4 2021.

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