EWM
FAF icon

Evermay Wealth Management’s First American FAF Stock Holding History

Evermay Wealth Management’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$12K – 484
2021
Q2 		$12K Buy
+200
New +$12.7K ﹤0.01% 398

Other funds holding FAF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Evermay Wealth Management's FAF Position: Q3 2021 in Review

Evermay Wealth Management sold out of First American (FAF) in Q3 2021, closing a stake of 200 shares — an estimated $12K sold.

Evermay Wealth Management first reported a position in FAF in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 429 funds tracked by Wall St. Rank hold FAF as of Q3 2021.

  • Evermay Wealth Management reported no remaining First American position as of Q3 2021 after selling out during the quarter.
  • Evermay Wealth Management sold 200 First American shares in Q3 2021, an estimated $12K.
  • Evermay Wealth Management first reported a position in First American in Q2 2021 and held it in 1 quarter.
  • Evermay Wealth Management's First American position peaked at $12K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held First American as of Q3 2021.

Based on Evermay Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.