EWA
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Evolution Wealth Advisors’s RBC Bearings RBC Stock Holding History

Evolution Wealth Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-42
Closed -$8K – 662
2021
Q1 		$8K Buy
+42
New +$7.9K ﹤0.01% 460

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of RBC Bearings (RBC) in Q2 2021, closing a stake of 42 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in RBC in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 250 funds tracked by Wall St. Rank hold RBC as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining RBC Bearings position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 42 RBC Bearings shares in Q2 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in RBC Bearings in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's RBC Bearings position peaked at $8K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held RBC Bearings as of Q2 2021.

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