Avior Wealth Management’s EverCommerce EVCM Stock Holding History

Avior Wealth Management’s Portfolio EVCM Stock Details EVCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4	Closed	-$37	–	2729
2024 Q1	$37	Buy	+4	New	+$39	﹤0.01%	3557

Other funds holding EVCM

PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Avior Wealth Management's EVCM Position: Q2 2024 in Review

Avior Wealth Management sold out of EverCommerce (EVCM) in Q2 2024, closing a stake of 4 shares — an estimated $37 sold.

Avior Wealth Management first reported a position in EVCM in Q1 2024 and held it in 1 quarter. The position peaked at $37 in Q1 2024. 85 funds tracked by Wall St. Rank hold EVCM as of Q2 2024.

Avior Wealth Management reported no remaining EverCommerce position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 4 EverCommerce shares in Q2 2024, an estimated $37.
Avior Wealth Management first reported a position in EverCommerce in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's EverCommerce position peaked at $37 in Q1 2024.
85 funds tracked by Wall St. Rank held EverCommerce as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.