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Capital Performance Advisors’s EverCommerce EVCM Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-45
Closed -$466 – 977
2024
Q3 		$466 Buy
+45
New +$486 ﹤0.01% 2286

Other funds holding EVCM

PE
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SLG
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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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Performance Advisors's EVCM Position: Q4 2024 in Review

Capital Performance Advisors sold out of EverCommerce (EVCM) in Q4 2024, closing a stake of 45 shares — an estimated $466 sold.

Capital Performance Advisors first reported a position in EVCM in Q3 2024 and held it in 1 quarter. The position peaked at $466 in Q3 2024. 91 funds tracked by Wall St. Rank hold EVCM as of Q4 2024.

  • Capital Performance Advisors reported no remaining EverCommerce position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 45 EverCommerce shares in Q4 2024, an estimated $466.
  • Capital Performance Advisors first reported a position in EverCommerce in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EverCommerce position peaked at $466 in Q3 2024.
  • 91 funds tracked by Wall St. Rank held EverCommerce as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.