Empower Advisory Group
EVER icon

Empower Advisory Group’s EverQuote EVER Stock Holding History

Empower Advisory Group’s Portfolio EVER Stock Details EVER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,420
Closed -$262K – 502
2024
Q3 		$262K Buy
+12,420
New +$284K ﹤0.01% 428

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DSCM
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FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

Empower Advisory Group's EVER Position: Q4 2024 in Review

Empower Advisory Group sold out of EverQuote (EVER) in Q4 2024, closing a stake of 12,420 shares — an estimated $262K sold.

Empower Advisory Group first reported a position in EVER in Q3 2024 and held it in 1 quarter. The position peaked at $262K in Q3 2024. 175 funds tracked by Wall St. Rank hold EVER as of Q4 2024.

  • Empower Advisory Group reported no remaining EverQuote position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 12,420 EverQuote shares in Q4 2024, an estimated $262K.
  • Empower Advisory Group first reported a position in EverQuote in Q3 2024 and held it in 1 quarter.
  • Empower Advisory Group's EverQuote position peaked at $262K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held EverQuote as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.