Evolution Wealth Advisors’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-41	Closed	-$4K	–	400
2021 Q3	$4K	Hold	41	–	–	﹤0.01%	560
2021 Q2	$5K	Buy	+41	New	+$4.47K	﹤0.01%	519
2020 Q1	–	Sell	-4,332	Closed	-$475K	–	497
2019 Q4	$475K	Buy	+4,332	New	+$470K	0.12%	48

Other funds holding JNK

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return

Toews Corporation Northfield, New Jersey $259M AUM 5.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of State Street SPDR Bloomberg High Yield Bond ETF (JNK) in Q4 2021, closing a stake of 41 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in JNK in Q4 2019 and held it in 3 quarters. The position peaked at $475K in Q4 2019. 568 funds tracked by Wall St. Rank hold JNK as of Q4 2021.

Evolution Wealth Advisors reported no remaining State Street SPDR Bloomberg High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 41 State Street SPDR Bloomberg High Yield Bond ETF shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in State Street SPDR Bloomberg High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
Evolution Wealth Advisors's State Street SPDR Bloomberg High Yield Bond ETF position peaked at $475K in Q4 2019.
568 funds tracked by Wall St. Rank held State Street SPDR Bloomberg High Yield Bond ETF as of Q4 2021.

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