Advisornet Financial’s EverCommerce EVCM Stock Holding History

Advisornet Financial’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2	Closed	-$20	–	2447
2023 Q3	$20	Hold	2	–	–	﹤0.01%	2266
2023 Q2	$24	Buy	+2	New	+$23	﹤0.01%	2338

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

WFO

Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Advisornet Financial's EVCM Position: Q4 2023 in Review

Advisornet Financial sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 2 shares — an estimated $20 sold.

Advisornet Financial first reported a position in EVCM in Q2 2023 and held it in 2 quarters. The position peaked at $24 in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

Advisornet Financial reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 2 EverCommerce shares in Q4 2023, an estimated $20.
Advisornet Financial first reported a position in EverCommerce in Q2 2023 and held it in 2 quarters.
Advisornet Financial's EverCommerce position peaked at $24 in Q2 2023.
84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.