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Evernest Financial Advisors’s Talkspace TALK Stock Holding History

Evernest Financial Advisors’s Portfolio TALK Stock Details TALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-109,000
Closed -$337K – 168
2024
Q4 		$337K Buy
+109,000
New +$332K 0.09% 128

Other funds holding TALK

NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Evernest Financial Advisors's TALK Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Talkspace (TALK) in Q1 2025, closing a stake of 109,000 shares — an estimated $337K sold.

Evernest Financial Advisors first reported a position in TALK in Q4 2024 and held it in 1 quarter. The position peaked at $337K in Q4 2024. 130 funds tracked by Wall St. Rank hold TALK as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Talkspace position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 109,000 Talkspace shares in Q1 2025, an estimated $337K.
  • Evernest Financial Advisors first reported a position in Talkspace in Q4 2024 and held it in 1 quarter.
  • Evernest Financial Advisors's Talkspace position peaked at $337K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Talkspace as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.