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Cetera Advisors’s Evercore EVR Stock Holding History

Cetera Advisors’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 		$307K Buy
+1,595
New +$289K ﹤0.01% 1926
2018
Q1 		– Sell
-2,965
Closed -$269K – 811
2017
Q4 		$269K Sell
2,965
-18
-0.6% -$1.5K 0.02% 620
2017
Q3 		$238K Buy
+2,983
New +$224K 0.01% 693

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cetera Advisors's EVR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Evercore (EVR) in Q1 2024: 1,595 shares worth $307K. The stake represents ﹤0.01% of the portfolio and ranks #1926 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in EVR as recently as Q4 2017.

Cetera Advisors first reported a position in EVR in Q3 2017 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Cetera Advisors held 1,595 shares of Evercore worth $307K as of Q1 2024.
  • Evercore was a new Cetera Advisors position in Q1 2024.
  • Evercore made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1926 holding.
  • Cetera Advisors first reported a position in Evercore in Q3 2017 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

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