Carolinas Wealth Consulting’s Evercore EVR Stock Holding History

Carolinas Wealth Consulting’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
2024 Q1	–	Sell	-8	Closed	-$1.43K	–	1077
2023 Q4	$1.43K	Hold	8	–	–	﹤0.01%	782
2023 Q3	$1.04K	Sell	8 -45	-85%	-$6.11K	﹤0.01%	826
2023 Q2	$6.6K	Sell	53 -63	-54%	-$7.25K	﹤0.01%	645
2023 Q1	$13.4K	Hold	116	–	–	﹤0.01%	560
2022 Q4	$12.7K	Hold	116	–	–	﹤0.01%	580
2022 Q3	$10K	Hold	116	–	–	﹤0.01%	568
2022 Q2	$11K	Hold	116	–	–	﹤0.01%	551
2022 Q1	$13K	Hold	116	–	–	﹤0.01%	562
2021 Q4	$16K	Sell	116 -10	-8%	-$1.46K	﹤0.01%	537
2021 Q3	$17K	Sell	126 -70	-36%	-$9.51K	﹤0.01%	498
2021 Q2	$28K	Buy	196 +67	+52%	+$9.37K	0.01%	444
2021 Q1	$17K	Hold	129	–	–	﹤0.01%	538
2020 Q4	$14K	Sell	129 -19	-13%	-$1.69K	﹤0.01%	530
2020 Q3	$10K	Buy	+148	New	+$8.98K	﹤0.01%	478

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Carolinas Wealth Consulting's EVR Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Evercore (EVR) in Q1 2024, closing a stake of 8 shares — an estimated $1.43K sold.

Carolinas Wealth Consulting first reported a position in EVR in Q3 2020 and held it in 14 quarters. The position peaked at $28K in Q2 2021. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Carolinas Wealth Consulting reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 8 Evercore shares in Q1 2024, an estimated $1.43K.
Carolinas Wealth Consulting first reported a position in Evercore in Q3 2020 and held it in 14 quarters.
Carolinas Wealth Consulting's Evercore position peaked at $28K in Q2 2021.
474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.