EWA
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Evolution Wealth Advisors’s KB Financial Group KB Stock Holding History

Evolution Wealth Advisors’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-449
Closed -$14K – 607
2020
Q3 		$14K Hold
449
– – ﹤0.01% 310
2020
Q2 		$12K Hold
449
– – ﹤0.01% 264
2020
Q1 		$12K Buy
+449
New +$15.2K ﹤0.01% 196
2019
Q4 		– Sell
-449
Closed -$16K – 660
2019
Q3 		$16K Buy
+449
New +$15.8K 0.01% 123

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evolution Wealth Advisors's KB Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of KB Financial Group (KB) in Q4 2020, closing a stake of 449 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in KB in Q3 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 143 funds tracked by Wall St. Rank hold KB as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining KB Financial Group position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 449 KB Financial Group shares in Q4 2020, an estimated $14K.
  • Evolution Wealth Advisors first reported a position in KB Financial Group in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's KB Financial Group position peaked at $16K in Q3 2019.
  • 143 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.