AWM
EVRI

Avior Wealth Management’s Everi Holdings EVRI Stock Holding History

Avior Wealth Management’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$170 – 2733
2024
Q1 		$170 Buy
+17
New +$176 ﹤0.01% 2945

Other funds holding EVRI

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Avior Wealth Management sold out of Everi Holdings (EVRI) in Q2 2024, closing a stake of 17 shares — an estimated $170 sold.

Avior Wealth Management first reported a position in EVRI in Q1 2024 and held it in 1 quarter. The position peaked at $170 in Q1 2024. 202 funds tracked by Wall St. Rank hold EVRI as of Q2 2024.

  • Avior Wealth Management reported no remaining Everi Holdings position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 17 Everi Holdings shares in Q2 2024, an estimated $170.
  • Avior Wealth Management first reported a position in Everi Holdings in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Everi Holdings position peaked at $170 in Q1 2024.
  • 202 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2024.

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