Ameriprise
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Ameriprise’s EverCommerce EVCM Stock Holding History

Ameriprise’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
-42,385
Closed -$425K – 3919
2023
Q3 		$425K Hold
42,385
– – ﹤0.01% 3472
2023
Q2 		$502K Sell
42,385
-980
-2% -$11.5K ﹤0.01% 3441
2023
Q1 		$459K Buy
43,365
+23,614
+120% +$228K ﹤0.01% 3465
2022
Q4 		$147K Hold
19,751
– – ﹤0.01% 3759
2022
Q3 		$216K Buy
+19,751
New +$224K ﹤0.01% 3676

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Ameriprise's EVCM Position: Q4 2023 in Review

Ameriprise sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 42,385 shares — an estimated $425K sold.

Ameriprise first reported a position in EVCM in Q3 2022 and held it in 5 quarters. The position peaked at $502K in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Ameriprise reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 42,385 EverCommerce shares in Q4 2023, an estimated $425K.
  • Ameriprise first reported a position in EverCommerce in Q3 2022 and held it in 5 quarters.
  • Ameriprise's EverCommerce position peaked at $502K in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.