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Evolution Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

Evolution Wealth Advisors’s Portfolio CCEP Stock Details CCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-88
Closed -$4K – 362
2019
Q4 		$4K Buy
+88
New +$4.64K ﹤0.01% 430

Other funds holding CCEP

Capital World Investors
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Evolution Wealth Advisors's CCEP Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2020, closing a stake of 88 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in CCEP in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 362 funds tracked by Wall St. Rank hold CCEP as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 88 Coca-Cola Europacific Partners shares in Q1 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Coca-Cola Europacific Partners position peaked at $4K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.