Envestnet Portfolio Solutions
EVR icon

Envestnet Portfolio Solutions’s Evercore EVR Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
2025
Q1 		$259K Sell
2024
Q4 		$596K Sell
2024
Q3 		$580K Sell
2024
Q2 		$479K Sell
2024
Q1 		$454K Buy
2023
Q4 		$304K Sell
2023
Q3 		$246K Buy