CAPTRUST Financial Advisors
EVCM icon

CAPTRUST Financial Advisors’s EverCommerce EVCM Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-157
Closed -$1K – 2677
2022
Q2 		$1K Buy
+157
New +$1.69K ﹤0.01% 4669

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

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

CAPTRUST Financial Advisors sold out of EverCommerce (EVCM) in Q3 2022, closing a stake of 157 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in EVCM in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 80 funds tracked by Wall St. Rank hold EVCM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining EverCommerce position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 157 EverCommerce shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in EverCommerce in Q2 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's EverCommerce position peaked at $1K in Q2 2022.
  • 80 funds tracked by Wall St. Rank held EverCommerce as of Q3 2022.

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