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Evermay Wealth Management’s Corpay CPAY Stock Holding History

Evermay Wealth Management’s Portfolio CPAY Stock Details CPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$283 – 738
2023
Q4 		$283 Buy
+1
New +$248 ﹤0.01% 657

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's CPAY Position: Q1 2024 in Review

Evermay Wealth Management sold out of Corpay (CPAY) in Q1 2024, closing a stake of 1 share — an estimated $283 sold.

Evermay Wealth Management first reported a position in CPAY in Q4 2023 and held it in 1 quarter. The position peaked at $283 in Q4 2023. 571 funds tracked by Wall St. Rank hold CPAY as of Q1 2024.

  • Evermay Wealth Management reported no remaining Corpay position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Corpay share in Q1 2024, an estimated $283.
  • Evermay Wealth Management first reported a position in Corpay in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Corpay position peaked at $283 in Q4 2023.
  • 571 funds tracked by Wall St. Rank held Corpay as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.