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Evolution Wealth Advisors’s New Mountain Finance NMFC Stock Holding History

Evolution Wealth Advisors’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,100
Closed -$15K – 464
2021
Q3 		$15K Buy
+1,100
New +$14.7K ﹤0.01% 354

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C
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Evolution Wealth Advisors's NMFC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of New Mountain Finance (NMFC) in Q4 2021, closing a stake of 1,100 shares — an estimated $15K sold.

Evolution Wealth Advisors first reported a position in NMFC in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 134 funds tracked by Wall St. Rank hold NMFC as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining New Mountain Finance position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,100 New Mountain Finance shares in Q4 2021, an estimated $15K.
  • Evolution Wealth Advisors first reported a position in New Mountain Finance in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's New Mountain Finance position peaked at $15K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2021.

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