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B. Riley Wealth Advisors’s EverQuote EVER Stock Holding History

B. Riley Wealth Advisors’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
2021
Q2 		– Sell
-6,349
Closed -$231K – 1395
2021
Q1 		$231K Buy
+6,349
New +$270K 0.01% 1126

Other funds holding EVER

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

B. Riley Wealth Advisors's EVER Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of EverQuote (EVER) in Q2 2021, closing a stake of 6,349 shares — an estimated $231K sold.

B. Riley Wealth Advisors first reported a position in EVER in Q1 2021 and held it in 1 quarter. The position peaked at $231K in Q1 2021. 110 funds tracked by Wall St. Rank hold EVER as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining EverQuote position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,349 EverQuote shares in Q2 2021, an estimated $231K.
  • B. Riley Wealth Advisors first reported a position in EverQuote in Q1 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's EverQuote position peaked at $231K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held EverQuote as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.