CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s EverQuote EVER Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-492
Closed -$8K – 4983
2022
Q1 		$8K Sell
492
-299
-38% -$4.53K ﹤0.01% 3906
2021
Q4 		$12K Buy
791
+659
+499% +$10.1K ﹤0.01% 3605
2021
Q3 		$2K Buy
132
+56
+74% +$1.34K ﹤0.01% 4249
2021
Q2 		$2K Buy
+76
New +$2.53K ﹤0.01% 4161

Other funds holding EVER

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CAPTRUST Financial Advisors's EVER Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of EverQuote (EVER) in Q2 2022, closing a stake of 492 shares — an estimated $8K sold.

CAPTRUST Financial Advisors first reported a position in EVER in Q2 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 104 funds tracked by Wall St. Rank hold EVER as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining EverQuote position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 492 EverQuote shares in Q2 2022, an estimated $8K.
  • CAPTRUST Financial Advisors first reported a position in EverQuote in Q2 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's EverQuote position peaked at $12K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held EverQuote as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.