CWM
EVR icon

Centric Wealth Management’s Evercore EVR Stock Holding History

Centric Wealth Management’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
2026
Q1 		$4.71M Sell
14,764
-76
-0.5% -$24.9K 0.94% 30
2025
Q4 		$5.26M Sell
14,840
-507
-3% -$163K 1.11% 19
2025
Q3 		$4.52M Sell
15,347
-192
-1% -$60.2K 1.01% 26
2025
Q2 		$4.6M Buy
15,539
+236
+2% +$51.9K 1.1% 22
2025
Q1 		$3.06M Buy
15,303
+440
+3% +$110K 0.8% 39
2024
Q4 		$4.12M Sell
14,863
-197
-1% -$55.8K 1.11% 18
2024
Q3 		$4.76M Sell
15,060
-348
-2% -$82.8K 1.26% 16
2024
Q2 		$3.84M Buy
15,408
+222
+1% +$43.2K 1.11% 26
2024
Q1 		$2.76M Buy
15,186
+602
+4% +$109K 0.88% 34
2023
Q4 		$2.55M Buy
14,584
+628
+4% +$90.9K 0.84% 33
2023
Q3 		$1.92M Buy
13,956
+324
+2% +$44K 0.8% 32
2023
Q2 		$1.65M Buy
13,632
+569
+4% +$65.5K 0.66% 40
2023
Q1 		$1.51M Sell
13,063
-686
-5% -$85.3K 0.65% 40
2022
Q4 		$1.5M Sell
13,749
-172
-1% -$18K 0.76% 38
2022
Q3 		$1.15M Buy
+13,921
New +$1.32M 0.46% 57

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return