Evolution Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,250	Closed	-$136K	–	650
2020 Q4	$136K	Hold	3,250	–	–	0.03%	119
2020 Q3	$118K	Buy	+3,250	New	+$122K	0.03%	129

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Evolution Wealth Advisors's FEZ Position: Q1 2021 in Review

Evolution Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2021, closing a stake of 3,250 shares — an estimated $136K sold.

Evolution Wealth Advisors first reported a position in FEZ in Q3 2020 and held it in 2 quarters. The position peaked at $136K in Q4 2020. 169 funds tracked by Wall St. Rank hold FEZ as of Q1 2021.

Evolution Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 3,250 State Street SPDR EURO STOXX 50 ETF shares in Q1 2021, an estimated $136K.
Evolution Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2020 and held it in 2 quarters.
Evolution Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $136K in Q4 2020.
169 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2021.

Based on Evolution Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.