CAPTRUST Financial Advisors
EVBN

CAPTRUST Financial Advisors’s Evans Bancorp Inc EVBN Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,435
Closed -$83K – 4183
2022
Q2 		$83K Hold
2,435
– – ﹤0.01% 2358
2022
Q1 		$94K Hold
2,435
– – ﹤0.01% 2328
2021
Q4 		$98K Hold
2,435
– – ﹤0.01% 2182
2021
Q3 		$95K Sell
2,435
-17
-0.7% -$654 ﹤0.01% 2123
2021
Q2 		$91K Buy
2,452
+1,763
+256% +$64.3K ﹤0.01% 2100
2021
Q1 		$23K Buy
+689
New +$21.6K ﹤0.01% 2921

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

CAPTRUST Financial Advisors's EVBN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Evans Bancorp Inc (EVBN) in Q3 2022, closing a stake of 2,435 shares — an estimated $83K sold.

CAPTRUST Financial Advisors first reported a position in EVBN in Q1 2021 and held it in 6 quarters. The position peaked at $98K in Q4 2021. 52 funds tracked by Wall St. Rank hold EVBN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Evans Bancorp Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,435 Evans Bancorp Inc shares in Q3 2022, an estimated $83K.
  • CAPTRUST Financial Advisors first reported a position in Evans Bancorp Inc in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Evans Bancorp Inc position peaked at $98K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.