Evolution Wealth Advisors’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-87	Closed	-$6K	–	459
2021 Q3	$6K	Hold	87	–	–	﹤0.01%	484
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	520
2021 Q1	$4K	Hold	87	–	–	﹤0.01%	568
2020 Q4	$4K	Hold	87	–	–	﹤0.01%	488
2020 Q3	$4K	Hold	87	–	–	﹤0.01%	466
2020 Q2	$3K	Buy	+87	New	+$3.24K	﹤0.01%	446

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newmark Group New York $525M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Nasdaq (NDAQ) in Q4 2021, closing a stake of 87 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in NDAQ in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 711 funds tracked by Wall St. Rank hold NDAQ as of Q4 2021.

Evolution Wealth Advisors reported no remaining Nasdaq position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 87 Nasdaq shares in Q4 2021, an estimated $6K.
Evolution Wealth Advisors first reported a position in Nasdaq in Q2 2020 and held it in 6 quarters.
Evolution Wealth Advisors's Nasdaq position peaked at $6K in Q3 2021.
711 funds tracked by Wall St. Rank held Nasdaq as of Q4 2021.

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