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Evolution Wealth Advisors’s Moelis & Co MC Stock Holding History

Evolution Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-175
Closed -$10K – 654
2021
Q1 		$10K Buy
+175
New +$9.38K ﹤0.01% 413

Other funds holding MC

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evolution Wealth Advisors's MC Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 175 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in MC in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 175 Moelis & Co shares in Q2 2021, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Moelis & Co in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Moelis & Co position peaked at $10K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.