Confluence Wealth Services’s Evercore EVR Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-186	Closed	-$25K	–	515
2021 Q4	$25K	Buy	+186	New	+$27.1K	0.01%	668

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's EVR Position: Q1 2022 in Review

Confluence Wealth Services sold out of Evercore (EVR) in Q1 2022, closing a stake of 186 shares — an estimated $25K sold.

Confluence Wealth Services first reported a position in EVR in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Confluence Wealth Services reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 186 Evercore shares in Q1 2022, an estimated $25K.
Confluence Wealth Services first reported a position in Evercore in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Evercore position peaked at $25K in Q4 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.