BWM
EVRI

BerganKDV Wealth Management’s Everi Holdings EVRI Stock Holding History

BerganKDV 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
2023
Q2 		$102 Hold
7
– – ﹤0.01% 852
2023
Q1 		$121 Hold
7
– – ﹤0.01% 1038
2022
Q4 		$100 Hold
7
– – ﹤0.01% 1022
2022
Q3 		$0 Hold
7
– – ﹤0.01% 995
2022
Q2 		$0 Hold
7
– – ﹤0.01% 992
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1020
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1073
2021
Q3 		$0 Buy
+7
New +$160 ﹤0.01% 1052

Other funds holding EVRI

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's EVRI Position: Q2 2023 in Review

BerganKDV Wealth Management held its Everi Holdings (EVRI) position steady in Q2 2023 at 7 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #852.

BerganKDV Wealth Management first reported a position in EVRI in Q3 2021 and has held it in 8 quarters since. The position peaked at $121 in Q1 2023. 230 funds tracked by Wall St. Rank hold EVRI as of Q2 2023.

  • BerganKDV Wealth Management held 7 shares of Everi Holdings worth $102 as of Q2 2023.
  • BerganKDV Wealth Management left its Everi Holdings share count unchanged in Q2 2023.
  • Everi Holdings made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #852 holding.
  • BerganKDV Wealth Management first reported a position in Everi Holdings in Q3 2021 and has held it in 8 quarters since.
  • BerganKDV Wealth Management's Everi Holdings position peaked at $121 in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.