AWM
EVRI

Abound Wealth Management’s Everi Holdings EVRI Stock Holding History

Abound Wealth Management’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-75
Closed -$1.08K – 728
2022
Q4 		$1.08K Buy
+75
New +$1.25K ﹤0.01% 610

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abound Wealth Management's EVRI Position: Q1 2023 in Review

Abound Wealth Management sold out of Everi Holdings (EVRI) in Q1 2023, closing a stake of 75 shares — an estimated $1.08K sold.

Abound Wealth Management first reported a position in EVRI in Q4 2022 and held it in 1 quarter. The position peaked at $1.08K in Q4 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2023.

  • Abound Wealth Management reported no remaining Everi Holdings position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 75 Everi Holdings shares in Q1 2023, an estimated $1.08K.
  • Abound Wealth Management first reported a position in Everi Holdings in Q4 2022 and held it in 1 quarter.
  • Abound Wealth Management's Everi Holdings position peaked at $1.08K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.