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

Liberty 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
2021 Q4	–	Sell	-933	Closed	-$2K	–	1228
2021 Q3	$2K	Hold	933	–	–	﹤0.01%	1095
2021 Q2	$2K	Hold	933	–	–	﹤0.01%	963
2021 Q1	$1K	Hold	933	–	–	﹤0.01%	919
2020 Q4	$1K	Hold	933	–	–	﹤0.01%	926
2020 Q3	$1K	Hold	933	–	–	﹤0.01%	843
2020 Q2	$1K	Hold	933	–	–	﹤0.01%	840
2020 Q1	$1K	Hold	933	–	–	﹤0.01%	872
2019 Q4	$1K	Hold	933	–	–	﹤0.01%	889
2019 Q3	$1K	Hold	933	–	–	﹤0.01%	849
2019 Q2	$1K	Hold	933	–	–	﹤0.01%	891
2019 Q1	$1K	Hold	933	–	–	﹤0.01%	716
2018 Q4	$1K	Buy	+933	New	+$1.56K	﹤0.01%	744

Other funds holding EVOL

Kokino LLC Stamford, Connecticut $28M AUM 16.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Liberty Wealth Management's EVOL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Evolving Systems, Inc. (EVOL) in Q4 2021, closing a stake of 933 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in EVOL in Q4 2018 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 19 funds tracked by Wall St. Rank hold EVOL as of Q4 2021.

Liberty Wealth Management reported no remaining Evolving Systems, Inc. position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 933 Evolving Systems, Inc. shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Evolving Systems, Inc. in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Evolving Systems, Inc. position peaked at $2K in Q3 2021.
19 funds tracked by Wall St. Rank held Evolving Systems, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.