Arkadios Wealth Advisors’s Evercore EVR Stock Holding History

Arkadios Wealth Advisors’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-49	Closed	-$6K	–	934
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	1555
2021 Q2	$6K	Buy	49 +11	+29%	+$1.54K	﹤0.01%	1665
2021 Q1	$5K	Buy	+38	New	+$4.64K	﹤0.01%	1360

Other funds holding EVR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's EVR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Evercore (EVR) in Q4 2021, closing a stake of 49 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in EVR in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 439 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 49 Evercore shares in Q4 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in Evercore in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Evercore position peaked at $6K in Q3 2021.
439 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.