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Evolution Wealth Advisors’s Northern Trust NTRS Stock Holding History

Evolution Wealth Advisors’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-51
Closed -$4K – 618
2020
Q3 		$4K Hold
51
– – ﹤0.01% 468
2020
Q2 		$4K Hold
51
– – ﹤0.01% 398
2020
Q1 		$4K Sell
51
-20
-28% -$1.83K ﹤0.01% 276
2019
Q4 		$8K Buy
71
+20
+39% +$2.05K ﹤0.01% 336
2019
Q3 		$5K Buy
+51
New +$4.68K ﹤0.01% 281

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Northern Trust (NTRS) in Q4 2020, closing a stake of 51 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in NTRS in Q3 2019 and held it in 5 quarters. The position peaked at $8K in Q4 2019. 645 funds tracked by Wall St. Rank hold NTRS as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Northern Trust position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 51 Northern Trust shares in Q4 2020, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Northern Trust in Q3 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Northern Trust position peaked at $8K in Q4 2019.
  • 645 funds tracked by Wall St. Rank held Northern Trust as of Q4 2020.

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