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DiNuzzo Private Wealth’s EverCommerce EVCM Stock Holding History

DiNuzzo Private Wealth’s Portfolio EVCM Stock Details EVCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2
Closed -$23 – 1392
2024
Q4 		$23 Hold
2
– – ﹤0.01% 1396
2024
Q3 		$21 Hold
2
– – ﹤0.01% 1421
2024
Q2 		$22 Sell
2
-2
-50% -$19 ﹤0.01% 1397
2024
Q1 		$38 Buy
4
+1
+33% +$10 ﹤0.01% 1339
2023
Q4 		$34 Buy
+3
New +$29 ﹤0.01% 1371

Other funds holding EVCM

PE
PSG Equity Boston, Massachusetts $977M AUM 13.39% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DiNuzzo Private Wealth's EVCM Position: Q1 2025 in Review

DiNuzzo Private Wealth sold out of EverCommerce (EVCM) in Q1 2025, closing a stake of 2 shares — an estimated $23 sold.

DiNuzzo Private Wealth first reported a position in EVCM in Q4 2023 and held it in 5 quarters. The position peaked at $38 in Q1 2024. 94 funds tracked by Wall St. Rank hold EVCM as of Q1 2025.

  • DiNuzzo Private Wealth reported no remaining EverCommerce position as of Q1 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 2 EverCommerce shares in Q1 2025, an estimated $23.
  • DiNuzzo Private Wealth first reported a position in EverCommerce in Q4 2023 and held it in 5 quarters.
  • DiNuzzo Private Wealth's EverCommerce position peaked at $38 in Q1 2024.
  • 94 funds tracked by Wall St. Rank held EverCommerce as of Q1 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.