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EWA
Evolution Wealth Advisors’s
Jazz Pharmaceuticals
JAZZ
Stock Holding History
Evolution Wealth Advisors’s Portfolio
JAZZ Stock Details
JAZZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-56
Closed
-$7K
–
398
2021
Q3
$7K
Sell
56
-76
-58%
-$11.5K
﹤0.01%
455
2021
Q2
$23K
Hold
132
–
–
﹤0.01%
291
2021
Q1
$22K
Sell
132
-10
-7%
-$1.65K
﹤0.01%
280
2020
Q4
$23K
Sell
142
-47
-25%
-$7K
0.01%
246
2020
Q3
$27K
Buy
189
+14
+8%
+$1.74K
0.01%
242
2020
Q2
$19K
Hold
175
–
–
0.01%
204
2020
Q1
$17K
Buy
175
+50
+40%
+$6.46K
0.01%
162
2019
Q4
$19K
Sell
125
-12
-9%
-$1.63K
﹤0.01%
230
2019
Q3
$18K
Buy
137
+12
+10%
+$1.61K
0.01%
107
2019
Q2
$18K
Buy
+125
New
+$16.8K
0.01%
134
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30.48%
1-Year Est. Return
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$6.9T AUM
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
PCM
Polaris Capital Management
Boston, Massachusetts
$1.22B AUM
26.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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