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C.M. Bidwell & Associates’s EverCommerce EVCM Stock Holding History

C.M. Bidwell & Associates’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
2024
Q3 		– Sell
-415
Closed -$4.56K – 522
2024
Q2 		$4.56K Buy
+415
New +$4K ﹤0.01% 329

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
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

C.M. Bidwell & Associates's EVCM Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of EverCommerce (EVCM) in Q3 2024, closing a stake of 415 shares — an estimated $4.56K sold.

C.M. Bidwell & Associates first reported a position in EVCM in Q2 2024 and held it in 1 quarter. The position peaked at $4.56K in Q2 2024. 90 funds tracked by Wall St. Rank hold EVCM as of Q3 2024.

  • C.M. Bidwell & Associates reported no remaining EverCommerce position as of Q3 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 415 EverCommerce shares in Q3 2024, an estimated $4.56K.
  • C.M. Bidwell & Associates first reported a position in EverCommerce in Q2 2024 and held it in 1 quarter.
  • C.M. Bidwell & Associates's EverCommerce position peaked at $4.56K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held EverCommerce as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.