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Avior Wealth Management’s EverQuote EVER Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-157
Closed -$3.14K – 1245
2024
Q4 		$3.14K Buy
157
+99
+171% +$1.87K ﹤0.01% 2014
2024
Q3 		$1.22K Buy
+58
New +$1.32K ﹤0.01% 2053
2024
Q2 		– Sell
-4
Closed -$74 – 2730
2024
Q1 		$74 Buy
+4
New +$59 ﹤0.01% 3317

Other funds holding EVER

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avior Wealth Management's EVER Position: Q1 2025 in Review

Avior Wealth Management sold out of EverQuote (EVER) in Q1 2025, closing a stake of 157 shares — an estimated $3.14K sold.

Avior Wealth Management first reported a position in EVER in Q1 2024 and held it in 3 quarters. The position peaked at $3.14K in Q4 2024. 216 funds tracked by Wall St. Rank hold EVER as of Q1 2025.

  • Avior Wealth Management reported no remaining EverQuote position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 157 EverQuote shares in Q1 2025, an estimated $3.14K.
  • Avior Wealth Management first reported a position in EverQuote in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's EverQuote position peaked at $3.14K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held EverQuote as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.