EWA
SLQT icon

Evolution Wealth Advisors’s SelectQuote SLQT Stock Holding History

Evolution Wealth Advisors’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-397
Closed -$12K – 666
2021
Q1 		$12K Sell
397
-110
-22% -$2.88K ﹤0.01% 387
2020
Q4 		$11K Buy
507
+182
+56% +$3.74K ﹤0.01% 342
2020
Q3 		$7K Buy
+325
New +$6.77K ﹤0.01% 400

Other funds holding SLQT

BEP
Brookside Equity Partners Stamford, Connecticut $22.5M AUM 62.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of SelectQuote (SLQT) in Q2 2021, closing a stake of 397 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in SLQT in Q3 2020 and held it in 3 quarters. The position peaked at $12K in Q1 2021. 178 funds tracked by Wall St. Rank hold SLQT as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining SelectQuote position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 397 SelectQuote shares in Q2 2021, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in SelectQuote in Q3 2020 and held it in 3 quarters.
  • Evolution Wealth Advisors's SelectQuote position peaked at $12K in Q1 2021.
  • 178 funds tracked by Wall St. Rank held SelectQuote as of Q2 2021.

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