HWM
EVOL

HB Wealth Management’s Evolving Systems, Inc. EVOL Stock Holding History

HB Wealth Management’s Portfolio EVOL Stock Details EVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$18K – 637
2022
Q1 		$18K Buy
+10,000
New +$19.3K ﹤0.01% 588

Other funds holding EVOL

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

HB Wealth Management's EVOL Position: Q2 2022 in Review

HB Wealth Management sold out of Evolving Systems, Inc. (EVOL) in Q2 2022, closing a stake of 10,000 shares — an estimated $18K sold.

HB Wealth Management first reported a position in EVOL in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 3 funds tracked by Wall St. Rank hold EVOL as of Q2 2022.

  • HB Wealth Management reported no remaining Evolving Systems, Inc. position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 10,000 Evolving Systems, Inc. shares in Q2 2022, an estimated $18K.
  • HB Wealth Management first reported a position in Evolving Systems, Inc. in Q1 2022 and held it in 1 quarter.
  • HB Wealth Management's Evolving Systems, Inc. position peaked at $18K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.