Diversify Advisory Services’s Evercore EVR Stock Holding History

Diversify Advisory 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
2024 Q2	–	Sell	-2,476	Closed	-$469K	–	671
2024 Q1	$469K	Buy	+2,476	New	+$448K	0.03%	446

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diversify Advisory Services's EVR Position: Q2 2024 in Review

Diversify Advisory Services sold out of Evercore (EVR) in Q2 2024, closing a stake of 2,476 shares — an estimated $469K sold.

Diversify Advisory Services first reported a position in EVR in Q1 2024 and held it in 1 quarter. The position peaked at $469K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

Diversify Advisory Services reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
Diversify Advisory Services sold 2,476 Evercore shares in Q2 2024, an estimated $469K.
Diversify Advisory Services first reported a position in Evercore in Q1 2024 and held it in 1 quarter.
Diversify Advisory Services's Evercore position peaked at $469K in Q1 2024.
470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.