Evolution Wealth Advisors’s Amerant Bancorp Inc. Class B Common Stock AMTBB Stock Holding History

Evolution Wealth Advisors’s Portfolio AMTBB Stock Details AMTBB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4,904	Closed	-$37K	–	651
2020 Q3	$37K	Buy	4,904 +977	+25%	+$9.11K	0.01%	209
2020 Q2	$41K	Hold	3,927	–	–	0.01%	154
2020 Q1	$37K	Buy	+3,927	New	+$53.8K	0.01%	127
2019 Q4	–	Sell	-3,927	Closed	-$61K	–	715
2019 Q3	$61K	Buy	+3,927	New	+$56.8K	0.03%	50

Other funds holding AMTBB

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

PCC

Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return

MFP

Michael F. Price $846M AUM 0.07% 1-Year Est. Return

Addison Advisors Middlebury, Vermont $452M AUM 14.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evolution Wealth Advisors's AMTBB Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Amerant Bancorp Inc. Class B Common Stock (AMTBB) in Q4 2020, closing a stake of 4,904 shares — an estimated $37K sold.

Evolution Wealth Advisors first reported a position in AMTBB in Q3 2019 and held it in 4 quarters. The position peaked at $61K in Q3 2019. 10 funds tracked by Wall St. Rank hold AMTBB as of Q4 2020.

Evolution Wealth Advisors reported no remaining Amerant Bancorp Inc. Class B Common Stock position as of Q4 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 4,904 Amerant Bancorp Inc. Class B Common Stock shares in Q4 2020, an estimated $37K.
Evolution Wealth Advisors first reported a position in Amerant Bancorp Inc. Class B Common Stock in Q3 2019 and held it in 4 quarters.
Evolution Wealth Advisors's Amerant Bancorp Inc. Class B Common Stock position peaked at $61K in Q3 2019.
10 funds tracked by Wall St. Rank held Amerant Bancorp Inc. Class B Common Stock as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.