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Baker Avenue Asset Management’s EverCommerce EVCM Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-53
Closed -$532 – 715
2023
Q3 		$532 Hold
53
– – ﹤0.01% 1430
2023
Q2 		$628 Hold
53
– – ﹤0.01% 1331
2023
Q1 		$561 Buy
+53
New +$512 ﹤0.01% 1378

Other funds holding EVCM

PE
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
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WFO
Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Baker Avenue Asset Management's EVCM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of EverCommerce (EVCM) in Q4 2023, closing a stake of 53 shares — an estimated $532 sold.

Baker Avenue Asset Management first reported a position in EVCM in Q1 2023 and held it in 3 quarters. The position peaked at $628 in Q2 2023. 84 funds tracked by Wall St. Rank hold EVCM as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining EverCommerce position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 53 EverCommerce shares in Q4 2023, an estimated $532.
  • Baker Avenue Asset Management first reported a position in EverCommerce in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's EverCommerce position peaked at $628 in Q2 2023.
  • 84 funds tracked by Wall St. Rank held EverCommerce as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.