Capital Asset Advisory Services’s Evercore EVR Stock Holding History

Capital Asset Advisory Services’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-179	Closed	-$20K	–	924
2020 Q4	$20K	Buy	+179	New	+$15.9K	﹤0.01%	876

Other funds holding EVR

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Capital Asset Advisory Services's EVR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Evercore (EVR) in Q1 2021, closing a stake of 179 shares — an estimated $20K sold.

Capital Asset Advisory Services first reported a position in EVR in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 410 funds tracked by Wall St. Rank hold EVR as of Q1 2021.

Capital Asset Advisory Services reported no remaining Evercore position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 179 Evercore shares in Q1 2021, an estimated $20K.
Capital Asset Advisory Services first reported a position in Evercore in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Evercore position peaked at $20K in Q4 2020.
410 funds tracked by Wall St. Rank held Evercore as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.