Evolution Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-299	Closed	-$62K	–	388
2021 Q3	$62K	Buy	299 +119	+66%	+$26.8K	0.01%	184
2021 Q2	$40K	Hold	180	–	–	0.01%	227
2021 Q1	$40K	Sell	180 -9	-5%	-$1.87K	0.01%	217
2020 Q4	$39K	Hold	189	–	–	0.01%	196
2020 Q3	$37K	Buy	189 +118	+166%	+$22.4K	0.01%	204
2020 Q2	$12K	Buy	71 +58	+446%	+$9.47K	﹤0.01%	263
2020 Q1	$2K	Sell	13 -31	-70%	-$5.27K	﹤0.01%	295
2019 Q4	$8K	Buy	44 +23	+110%	+$3.9K	﹤0.01%	333
2019 Q3	$3K	Sell	21 -40	-66%	-$6.07K	﹤0.01%	367
2019 Q2	$9K	Buy	+61	New	+$9.21K	﹤0.01%	186

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Illinois Tool Works (ITW) in Q4 2021, closing a stake of 299 shares — an estimated $62K sold.

Evolution Wealth Advisors first reported a position in ITW in Q2 2019 and held it in 10 quarters. The position peaked at $62K in Q3 2021. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2021.

Evolution Wealth Advisors reported no remaining Illinois Tool Works position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 299 Illinois Tool Works shares in Q4 2021, an estimated $62K.
Evolution Wealth Advisors first reported a position in Illinois Tool Works in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Illinois Tool Works position peaked at $62K in Q3 2021.
1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2021.

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