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Ashton Thomas Private Wealth’s Evercore EVR Stock Holding History

Ashton Thomas Private Wealth’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
2024
Q3 		– Sell
-27
Closed -$5.63K – 998
2024
Q2 		$5.63K Buy
+27
New +$5.25K ﹤0.01% 1514

Other funds holding EVR

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ashton Thomas Private Wealth's EVR Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Evercore (EVR) in Q3 2024, closing a stake of 27 shares — an estimated $5.63K sold.

Ashton Thomas Private Wealth first reported a position in EVR in Q2 2024 and held it in 1 quarter. The position peaked at $5.63K in Q2 2024. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 27 Evercore shares in Q3 2024, an estimated $5.63K.
  • Ashton Thomas Private Wealth first reported a position in Evercore in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Evercore position peaked at $5.63K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.