Capital Advisors Ltd’s EverCommerce EVCM Stock Holding History

Capital Advisors Ltd’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
2022 Q4	–	Sell	-27	Closed	–	–	1330
2022 Q3	$0	Buy	+27	New	+$306	﹤0.01%	1308

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Advisors Ltd's EVCM Position: Q4 2022 in Review

Capital Advisors Ltd sold out of EverCommerce (EVCM) in Q4 2022, closing a stake of 27 shares.

Capital Advisors Ltd first reported a position in EVCM in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 81 funds tracked by Wall St. Rank hold EVCM as of Q4 2022.

Capital Advisors Ltd reported no remaining EverCommerce position as of Q4 2022 after selling out during the quarter.
Capital Advisors Ltd sold 27 EverCommerce shares in Q4 2022.
Capital Advisors Ltd first reported a position in EverCommerce in Q3 2022 and held it in 1 quarter.
Capital Advisors Ltd's EverCommerce position peaked at $0 in Q3 2022.
81 funds tracked by Wall St. Rank held EverCommerce as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.