APWM
EVI icon

Atlas Private Wealth Management’s EVI Industries EVI Stock Holding History

Atlas Private Wealth Management’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-270
Closed -$8K – 192
2021
Q1 		$8K Hold
270
– – 0.01% 321
2020
Q4 		$8K Hold
270
– – 0.01% 323
2020
Q3 		$7K Hold
270
– – 0.01% 334
2020
Q2 		$6K Hold
270
– – ﹤0.01% 372
2020
Q1 		$4K Buy
+270
New +$6.07K ﹤0.01% 373

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Atlas Private Wealth Management's EVI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of EVI Industries (EVI) in Q2 2021, closing a stake of 270 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in EVI in Q1 2020 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 47 funds tracked by Wall St. Rank hold EVI as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining EVI Industries position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 270 EVI Industries shares in Q2 2021, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in EVI Industries in Q1 2020 and held it in 5 quarters.
  • Atlas Private Wealth Management's EVI Industries position peaked at $8K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held EVI Industries as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.