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Evolution Wealth Advisors’s Donaldson DCI Stock Holding History

Evolution Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-124
Closed -$7K – 638
2021
Q1 		$7K Buy
+124
New +$7.41K ﹤0.01% 472

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Evolution Wealth Advisors's DCI Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Donaldson (DCI) in Q2 2021, closing a stake of 124 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in DCI in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 402 funds tracked by Wall St. Rank hold DCI as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Donaldson position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 124 Donaldson shares in Q2 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Donaldson in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Donaldson position peaked at $7K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Donaldson as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.