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Avior Wealth Management’s Evercore EVR Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-15
Closed -$4.16K – 1248
2024
Q4 		$4.16K Sell
15
-5
-25% -$1.42K ﹤0.01% 1925
2024
Q3 		$5.07K Sell
20
-6
-23% -$1.43K ﹤0.01% 1778
2024
Q2 		$5.42K Sell
26
-156
-86% -$30.4K ﹤0.01% 1697
2024
Q1 		$35.1K Buy
+182
New +$32.9K ﹤0.01% 1368

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Avior Wealth Management sold out of Evercore (EVR) in Q1 2025, closing a stake of 15 shares — an estimated $4.16K sold.

Avior Wealth Management first reported a position in EVR in Q1 2024 and held it in 4 quarters. The position peaked at $35.1K in Q1 2024. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Avior Wealth Management reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 15 Evercore shares in Q1 2025, an estimated $4.16K.
  • Avior Wealth Management first reported a position in Evercore in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Evercore position peaked at $35.1K in Q1 2024.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

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