Evolution Wealth Advisors’s TMC The Metals Company TMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-377,000	Closed	-$290K	–	136
2022 Q4	$290K	Hold	377,000	–	–	0.07%	99
2022 Q3	$396K	Hold	377,000	–	–	0.11%	78
2022 Q2	$388K	Hold	377,000	–	–	0.1%	77
2022 Q1	$976K	Hold	377,000	–	–	0.2%	56
2021 Q4	$784K	Hold	377,000	–	–	0.12%	59
2021 Q3	$1.72M	Buy	+377,000	New	+$3.6M	0.37%	38

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

ACM

AUA Capital Management Camp Hill, Pennsylvania $211M AUM 13.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Evolution Wealth Advisors's TMC Position: Q1 2023 in Review

Evolution Wealth Advisors sold out of TMC The Metals Company (TMC) in Q1 2023, closing a stake of 377,000 shares — an estimated $290K sold.

Evolution Wealth Advisors first reported a position in TMC in Q3 2021 and held it in 6 quarters. The position peaked at $1.72M in Q3 2021. 65 funds tracked by Wall St. Rank hold TMC as of Q1 2023.

Evolution Wealth Advisors reported no remaining TMC The Metals Company position as of Q1 2023 after selling out during the quarter.
Evolution Wealth Advisors sold 377,000 TMC The Metals Company shares in Q1 2023, an estimated $290K.
Evolution Wealth Advisors first reported a position in TMC The Metals Company in Q3 2021 and held it in 6 quarters.
Evolution Wealth Advisors's TMC The Metals Company position peaked at $1.72M in Q3 2021.
65 funds tracked by Wall St. Rank held TMC The Metals Company as of Q1 2023.

Based on Evolution Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.