EWA
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Evolution Wealth Advisors’s Eaton ETN Stock Holding History

Evolution Wealth Advisors’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-120
Closed -$18K – 312
2021
Q3 		$18K Buy
120
+28
+30% +$4.47K ﹤0.01% 324
2021
Q2 		$14K Hold
92
– – ﹤0.01% 357
2021
Q1 		$13K Hold
92
– – ﹤0.01% 369
2020
Q4 		$11K Sell
92
-85
-48% -$9.61K ﹤0.01% 338
2020
Q3 		$18K Buy
177
+30
+20% +$2.93K ﹤0.01% 278
2020
Q2 		$13K Buy
147
+130
+765% +$10.7K ﹤0.01% 253
2020
Q1 		$1K Sell
17
-56
-77% -$5.13K ﹤0.01% 301
2019
Q4 		$7K Sell
73
-19
-21% -$1.69K ﹤0.01% 348
2019
Q3 		$8K Hold
92
– – ﹤0.01% 210
2019
Q2 		$8K Buy
+92
New +$7.45K ﹤0.01% 197

Other funds holding ETN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Eaton (ETN) in Q4 2021, closing a stake of 120 shares — an estimated $18K sold.

Evolution Wealth Advisors first reported a position in ETN in Q2 2019 and held it in 10 quarters. The position peaked at $18K in Q3 2021. 1,451 funds tracked by Wall St. Rank hold ETN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Eaton position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 120 Eaton shares in Q4 2021, an estimated $18K.
  • Evolution Wealth Advisors first reported a position in Eaton in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Eaton position peaked at $18K in Q3 2021.
  • 1,451 funds tracked by Wall St. Rank held Eaton as of Q4 2021.

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