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Avantax Advisory Services’s EverQuote EVER Stock Holding History

Avantax Advisory Services’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,909
Closed -$378K – 2207
2024
Q3 		$378K Sell
17,909
-23,164
-56% -$529K ﹤0.01% 1598
2024
Q2 		$857K Buy
+41,073
New +$868K 0.01% 1067

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Acadian Asset Management
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TP
Toronado Partners San Francisco, California $53M AUM 13.38% 1-Year Est. Return
Arrowstreet Capital
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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Avantax Advisory Services's EVER Position: Q4 2024 in Review

Avantax Advisory Services sold out of EverQuote (EVER) in Q4 2024, closing a stake of 17,909 shares — an estimated $378K sold.

Avantax Advisory Services first reported a position in EVER in Q2 2024 and held it in 2 quarters. The position peaked at $857K in Q2 2024. 175 funds tracked by Wall St. Rank hold EVER as of Q4 2024.

  • Avantax Advisory Services reported no remaining EverQuote position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 17,909 EverQuote shares in Q4 2024, an estimated $378K.
  • Avantax Advisory Services first reported a position in EverQuote in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's EverQuote position peaked at $857K in Q2 2024.
  • 175 funds tracked by Wall St. Rank held EverQuote as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.