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Concord Wealth Partners’s Evercore EVR Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-7
Closed -$1.94K – 857
2024
Q4 		$1.94K Hold
7
– – ﹤0.01% 714
2024
Q3 		$1.77K Buy
+7
New +$1.67K ﹤0.01% 758
2022
Q3 		– Sell
-32
Closed -$3K – 460
2022
Q2 		$3K Hold
32
– – ﹤0.01% 932
2022
Q1 		$4K Buy
+32
New +$3.94K ﹤0.01% 958

Other funds holding EVR

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's EVR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Evercore (EVR) in Q1 2025, closing a stake of 7 shares — an estimated $1.94K sold.

Concord Wealth Partners first reported a position in EVR in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 551 funds tracked by Wall St. Rank hold EVR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Evercore position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Evercore shares in Q1 2025, an estimated $1.94K.
  • Concord Wealth Partners first reported a position in Evercore in Q1 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Evercore position peaked at $4K in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Evercore as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.