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EverSource Wealth Advisors’s Arcos Dorados Holdings ARCO Stock Holding History

EverSource Wealth Advisors’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-341
Closed -$2.97K – 3752
2024
Q3 		$2.97K Sell
341
-62
-15% -$566 ﹤0.01% 2414
2024
Q2 		$3.89K Buy
403
+256
+174% +$2.63K ﹤0.01% 2308
2024
Q1 		$1.58K Buy
+147
New +$1.75K ﹤0.01% 2448

Other funds holding ARCO

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

EverSource Wealth Advisors's ARCO Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Arcos Dorados Holdings (ARCO) in Q4 2024, closing a stake of 341 shares — an estimated $2.97K sold.

EverSource Wealth Advisors first reported a position in ARCO in Q1 2024 and held it in 3 quarters. The position peaked at $3.89K in Q2 2024. 160 funds tracked by Wall St. Rank hold ARCO as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Arcos Dorados Holdings position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 341 Arcos Dorados Holdings shares in Q4 2024, an estimated $2.97K.
  • EverSource Wealth Advisors first reported a position in Arcos Dorados Holdings in Q1 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Arcos Dorados Holdings position peaked at $3.89K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.