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Evolution Wealth Advisors’s ICU Medical ICUI Stock Holding History

Evolution Wealth Advisors’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20
Closed -$5K – 372
2021
Q3 		$5K Sell
20
-36
-64% -$7.55K ﹤0.01% 514
2021
Q2 		$12K Sell
56
-30
-35% -$6.17K ﹤0.01% 380
2021
Q1 		$18K Sell
86
-11
-11% -$2.32K ﹤0.01% 311
2020
Q4 		$21K Hold
97
– – ﹤0.01% 261
2020
Q3 		$18K Hold
97
– – ﹤0.01% 279
2020
Q2 		$18K Sell
97
-7
-7% -$1.39K 0.01% 215
2020
Q1 		$21K Buy
104
+8
+8% +$1.54K 0.01% 152
2019
Q4 		$18K Buy
96
+88
+1,100% +$15.1K ﹤0.01% 234
2019
Q3 		$1K Sell
8
-88
-92% -$17.5K ﹤0.01% 461
2019
Q2 		$24K Buy
+96
New +$22.2K 0.01% 118

Other funds holding ICUI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of ICU Medical (ICUI) in Q4 2021, closing a stake of 20 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in ICUI in Q2 2019 and held it in 10 quarters. The position peaked at $24K in Q2 2019. 294 funds tracked by Wall St. Rank hold ICUI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining ICU Medical position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 20 ICU Medical shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in ICU Medical in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's ICU Medical position peaked at $24K in Q2 2019.
  • 294 funds tracked by Wall St. Rank held ICU Medical as of Q4 2021.

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