Ellevest Inc’s EverCommerce EVCM Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-219	Closed	-$2.32K	–	758
2023 Q1	$2.32K	Buy	219 +86	+65%	+$831	﹤0.01%	1420
2022 Q4	$990	Buy	+133	New	+$1.02K	﹤0.01%	1522

Other funds holding EVCM

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

Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

WFO

Wealthgate Family Office Boulder, Colorado $35.9M AUM 31.03% 1-Year Est. Return

Ellevest Inc's EVCM Position: Q2 2023 in Review

Ellevest Inc sold out of EverCommerce (EVCM) in Q2 2023, closing a stake of 219 shares — an estimated $2.32K sold.

Ellevest Inc first reported a position in EVCM in Q4 2022 and held it in 2 quarters. The position peaked at $2.32K in Q1 2023. 95 funds tracked by Wall St. Rank hold EVCM as of Q2 2023.

Ellevest Inc reported no remaining EverCommerce position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 219 EverCommerce shares in Q2 2023, an estimated $2.32K.
Ellevest Inc first reported a position in EverCommerce in Q4 2022 and held it in 2 quarters.
Ellevest Inc's EverCommerce position peaked at $2.32K in Q1 2023.
95 funds tracked by Wall St. Rank held EverCommerce as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.