Cetera Advisor Networks’s Evercore EVR Stock Holding History

Cetera Advisor Networks’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	$619K	Sell	3,215 -1,988	-38%	-$360K	﹤0.01%	1787
2023 Q4	$890K	Buy	5,203 +368	+8%	+$53.3K	0.01%	1446
2023 Q3	$667K	Buy	4,835 +604	+14%	+$82K	﹤0.01%	1562
2023 Q2	$523K	Buy	4,231 +2,456	+138%	+$283K	﹤0.01%	1681
2023 Q1	$205K	Buy	+1,775	New	+$221K	﹤0.01%	2309
2021 Q1	–	Sell	-2,367	Closed	-$260K	–	1497
2020 Q4	$260K	Buy	+2,367	New	+$211K	0.01%	1122
2020 Q3	–	Sell	-44	Closed	-$3K	–	1760
2020 Q2	$3K	Buy	+44	New	+$2.39K	﹤0.01%	3125

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cetera Advisor Networks's EVR Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Evercore (EVR) stake by 38% in Q1 2024, selling an estimated $360K and leaving 3,215 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Cetera Advisor Networks first reported a position in EVR in Q2 2020 and has held it in 7 quarters since. The position peaked at $890K in Q4 2023. 475 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Cetera Advisor Networks held 3,215 shares of Evercore worth $619K as of Q1 2024.
Cetera Advisor Networks sold 1,988 Evercore shares in Q1 2024, an estimated $360K.
Evercore made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1787 holding.
Cetera Advisor Networks first reported a position in Evercore in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's Evercore position peaked at $890K in Q4 2023.
475 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.