AWA
EG icon

Arkadios Wealth Advisors’s Everest Group EG Stock Holding History

Arkadios Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-903
Closed -$327K – 1146
2024
Q4 		$327K Hold
903
– – 0.02% 695
2024
Q3 		$354K Buy
903
+47
+5% +$17.9K 0.02% 654
2024
Q2 		$326K Buy
856
+296
+53% +$112K 0.02% 607
2024
Q1 		$223K Buy
+560
New +$210K 0.02% 628
2020
Q2 		– Sell
-1
Closed -$192 – 995
2020
Q1 		$192 Sell
1
-7
-88% -$1.79K ﹤0.01% 1090
2019
Q4 		$2.33K Buy
+8
New +$2.11K ﹤0.01% 806

Other funds holding EG

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Arkadios Wealth Advisors's EG Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Everest Group (EG) in Q1 2025, closing a stake of 903 shares — an estimated $327K sold.

Arkadios Wealth Advisors first reported a position in EG in Q4 2019 and held it in 6 quarters. The position peaked at $354K in Q3 2024. 677 funds tracked by Wall St. Rank hold EG as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Everest Group position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 903 Everest Group shares in Q1 2025, an estimated $327K.
  • Arkadios Wealth Advisors first reported a position in Everest Group in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Everest Group position peaked at $354K in Q3 2024.
  • 677 funds tracked by Wall St. Rank held Everest Group as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.